PagnatoKarp Partners’s Vanguard Large-Cap ETF VV Stock Holding History

PagnatoKarp 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
2020 Q2	–	Sell	-12,988	Closed	-$1.54M	–	148
2020 Q1	$1.54M	Sell	12,988 -6,517	-33%	-$916K	0.38%	40
2019 Q4	$2.88M	Sell	19,505 -2,607	-12%	-$369K	0.5%	34
2019 Q3	$3.02M	Buy	22,112 +116	+0.5%	+$15.7K	0.6%	32
2019 Q2	$2.98M	Buy	21,996 +79	+0.4%	+$10.5K	0.64%	31
2019 Q1	$2.86M	Hold	21,917	–	–	0.64%	32
2018 Q4	$2.52M	Sell	21,917 -677	-3%	-$83.8K	0.54%	37
2018 Q3	$3.03M	Hold	22,594	–	–	0.9%	22
2018 Q2	$2.82M	Buy	22,594 +65	+0.3%	+$8.07K	0.89%	23
2018 Q1	$2.73M	Buy	22,529 +61	+0.3%	+$7.66K	1.15%	20
2017 Q4	$2.75M	Buy	22,468 +67	+0.3%	+$8.01K	0.85%	24
2017 Q3	$2.58M	Sell	22,401 -3,504	-14%	-$397K	0.82%	25
2017 Q2	$2.88M	Sell	25,905 -25,487	-50%	-$2.8M	0.89%	22
2017 Q1	$5.55M	Buy	51,392 +119	+0.2%	+$12.7K	1.6%	15
2016 Q4	$5.25M	Buy	+51,273	New	+$5.13M	1.57%	17

Other funds holding VV

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return