O'Brien Wealth Partners’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

O'Brien Wealth Partners’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
2018 Q4	–	Sell	-323	Closed	-$43K	–	199
2018 Q3	$43K	Buy	+323	New	+$42.3K	0.03%	80

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

O'Brien Wealth Partners's VV Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2018, closing a stake of 323 shares — an estimated $43K sold.

O'Brien Wealth Partners first reported a position in VV in Q3 2018 and held it in 1 quarter. The position peaked at $43K in Q3 2018. 458 funds tracked by Wall St. Rank hold VV as of Q4 2018.

O'Brien Wealth Partners reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 323 Vanguard Morningstar Large-Cap ETF shares in Q4 2018, an estimated $43K.
O'Brien Wealth Partners first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Vanguard Morningstar Large-Cap ETF position peaked at $43K in Q3 2018.
458 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.