Northwest Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Northwest Wealth Management’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-57	Closed	-$7K	–	465
2019 Q1	$7K	Hold	57	–	–	0.01%	382
2018 Q4	$7K	Hold	57	–	–	0.01%	364
2018 Q3	$8K	Hold	57	–	–	0.01%	380
2018 Q2	$7K	Sell	57 -273	-83%	-$33.9K	0.01%	382
2018 Q1	$40K	Buy	+330	New	+$41.4K	0.03%	237

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwest Wealth Management's VV Position: Q2 2019 in Review

Northwest Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2019, closing a stake of 57 shares — an estimated $7K sold.

Northwest Wealth Management first reported a position in VV in Q1 2018 and held it in 5 quarters. The position peaked at $40K in Q1 2018. 489 funds tracked by Wall St. Rank hold VV as of Q2 2019.

Northwest Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 57 Vanguard Morningstar Large-Cap ETF shares in Q2 2019, an estimated $7K.
Northwest Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $40K in Q1 2018.
489 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.