Private Wealth Advisors (Pennsylvania)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Private Wealth Advisors (Pennsylvania)’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
2015 Q4	–	Sell	-4,677	Closed	-$412K	–	127
2015 Q3	$412K	Sell	4,677 -458	-9%	-$42.8K	0.21%	100
2015 Q2	$487K	Sell	5,135 -432	-8%	-$41.8K	0.22%	95
2015 Q1	$530K	Hold	5,567	–	–	0.25%	88
2014 Q4	$525K	Buy	5,567 +167	+3%	+$15.4K	0.25%	84
2014 Q3	$489K	Buy	5,400 +245	+5%	+$22.3K	0.26%	86
2014 Q2	$464K	Sell	5,155 -15	-0.3%	-$1.31K	0.24%	88
2014 Q1	$445K	Sell	5,170 -350	-6%	-$29.6K	0.24%	88
2013 Q4	$468K	Sell	5,520 -276	-5%	-$22.4K	0.26%	83
2013 Q3	$448K	Buy	5,796 +1	+0%	+$77	0.26%	80
2013 Q2	$425K	Buy	+5,795	New	+$427K	0.26%	80

Other funds holding VV

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

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

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

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

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.18B AUM 31.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

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

Private Wealth Advisors (Pennsylvania)'s VV Position: Q4 2015 in Review

Private Wealth Advisors (Pennsylvania) sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2015, closing a stake of 4,677 shares — an estimated $412K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in VV in Q2 2013 and held it in 10 quarters. The position peaked at $530K in Q1 2015. 280 funds tracked by Wall St. Rank hold VV as of Q4 2015.

Private Wealth Advisors (Pennsylvania) reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2015 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 4,677 Vanguard Morningstar Large-Cap ETF shares in Q4 2015, an estimated $412K.
Private Wealth Advisors (Pennsylvania) first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2013 and held it in 10 quarters.
Private Wealth Advisors (Pennsylvania)'s Vanguard Morningstar Large-Cap ETF position peaked at $530K in Q1 2015.
280 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2015.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2015, filed 5 Feb 2016.