Patriot Financial Group Insurance Agency’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q1	–	Sell	-220	Closed	-$49K	–	2257
2021 Q4	$49K	Sell	220 -1,200	-85%	-$257K	0.01%	872
2021 Q3	$285K	Hold	1,420	–	–	0.05%	353
2021 Q2	$285K	Hold	1,420	–	–	0.05%	347
2021 Q1	$263K	Hold	1,420	–	–	0.06%	326
2020 Q4	$250K	Buy	+1,420	New	+$236K	0.06%	299

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $147B AUM 18.73% 1-Year Est. Return

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

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

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

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

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

Patriot Financial Group Insurance Agency's VV Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2022, closing a stake of 220 shares — an estimated $49K sold.

Patriot Financial Group Insurance Agency first reported a position in VV in Q4 2020 and held it in 5 quarters. The position peaked at $285K in Q3 2021. 865 funds tracked by Wall St. Rank hold VV as of Q1 2022.

Patriot Financial Group Insurance Agency reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 220 Vanguard Morningstar Large-Cap ETF shares in Q1 2022, an estimated $49K.
Patriot Financial Group Insurance Agency first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Vanguard Morningstar Large-Cap ETF position peaked at $285K in Q3 2021.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.