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PSI Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

PSI Advisors’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
2025
Q2 		– Sell
-37
Closed -$9.51K – 685
2025
Q1 		$9.51K Sell
37
-307
-89% -$83.2K ﹤0.01% 456
2024
Q4 		$92.6K Sell
344
-160
-32% -$43.4K 0.03% 190
2024
Q3 		$133K Buy
504
+1
+0.2% +$254 0.04% 156
2024
Q2 		$125K Buy
503
+1
+0.2% +$240 0.04% 159
2024
Q1 		$120K Sell
502
-165
-25% -$37.8K 0.04% 163
2023
Q4 		$145K Buy
667
+3
+0.5% +$613 0.05% 151
2023
Q3 		$130K Buy
664
+3
+0.5% +$611 0.06% 158
2023
Q2 		$134K Buy
661
+2
+0.3% +$383 0.06% 148
2023
Q1 		$123K Buy
659
+3
+0.5% +$546 0.06% 147
2022
Q4 		$114K Buy
656
+3
+0.5% +$526 0.06% 143
2022
Q3 		$107K Buy
653
+3
+0.5% +$545 0.06% 155
2022
Q2 		$112K Buy
650
+2
+0.3% +$375 0.06% 164
2022
Q1 		$135K Buy
648
+2
+0.3% +$411 0.06% 166
2021
Q4 		$143K Buy
646
+2
+0.3% +$429 0.06% 171
2021
Q3 		$129K Buy
+644
New +$133K 0.06% 174
2020
Q1 		– Sell
-626
Closed -$92K – 600
2019
Q4 		$92K Buy
+626
New +$88.6K 0.06% 197

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return