RE Dickinson Investment Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

RE Dickinson Investment 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
2022 Q4	–	Sell	-155	Closed	-$25K	–	405
2022 Q3	$25K	Buy	155 +1	+0.6%	+$182	0.02%	101
2022 Q2	$27	Sell	154 -102	-40%	-$19.1K	﹤0.01%	106
2022 Q1	$32K	Buy	256 +153	+149%	+$31.4K	0.02%	115
2021 Q4	$23K	Buy	+103	New	+$22.1K	0.02%	129

Other funds holding VV

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RE Dickinson Investment Advisors's VV Position: Q4 2022 in Review

RE Dickinson Investment Advisors sold out of Vanguard Large-Cap ETF (VV) in Q4 2022, closing a stake of 155 shares — an estimated $25K sold.

RE Dickinson Investment Advisors first reported a position in VV in Q4 2021 and held it in 4 quarters. The position peaked at $32K in Q1 2022. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

RE Dickinson Investment Advisors reported no remaining Vanguard Large-Cap ETF position as of Q4 2022 after selling out during the quarter.
RE Dickinson Investment Advisors sold 155 Vanguard Large-Cap ETF shares in Q4 2022, an estimated $25K.
RE Dickinson Investment Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2021 and held it in 4 quarters.
RE Dickinson Investment Advisors's Vanguard Large-Cap ETF position peaked at $32K in Q1 2022.
892 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q4 2022.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.