Retirement Group’s Vanguard Large-Cap ETF VV Stock Holding History

Retirement Group’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
2024 Q1	–	Sell	-81	Closed	-$17.7K	–	875
2023 Q4	$17.7K	Hold	81	–	–	0.01%	363
2023 Q3	$15.9K	Hold	81	–	–	0.01%	350
2023 Q2	$16.4K	Hold	81	–	–	0.01%	352
2023 Q1	$15K	Hold	81	–	–	0.01%	350
2022 Q4	$14K	Hold	81	–	–	0.01%	324
2022 Q3	$13K	Hold	81	–	–	0.01%	231
2022 Q2	$14K	Hold	81	–	–	0.01%	387
2022 Q1	$17K	Hold	81	–	–	0.01%	368
2021 Q4	$18K	Sell	81 -40	-33%	-$8.58K	0.01%	353
2021 Q3	$24K	Hold	121	–	–	0.01%	289
2021 Q2	$24K	Hold	121	–	–	0.01%	306
2021 Q1	$22K	Sell	121 -40	-25%	-$7.25K	0.01%	374
2020 Q4	$28K	Sell	161 -38	-19%	-$6.31K	0.01%	327
2020 Q3	$31K	Hold	199	–	–	0.02%	285
2020 Q2	$28K	Buy	+199	New	+$26.9K	0.02%	290
2019 Q4	$29K	Buy	+199	New	+$28.2K	0.02%	282

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Retirement Group's VV Position: Q1 2024 in Review

Retirement Group sold out of Vanguard Large-Cap ETF (VV) in Q1 2024, closing a stake of 81 shares — an estimated $17.7K sold.

Retirement Group first reported a position in VV in Q4 2019 and held it in 16 quarters. The position peaked at $31K in Q3 2020. 1,045 funds tracked by Wall St. Rank hold VV as of Q1 2024.

Retirement Group reported no remaining Vanguard Large-Cap ETF position as of Q1 2024 after selling out during the quarter.
Retirement Group sold 81 Vanguard Large-Cap ETF shares in Q1 2024, an estimated $17.7K.
Retirement Group first reported a position in Vanguard Large-Cap ETF in Q4 2019 and held it in 16 quarters.
Retirement Group's Vanguard Large-Cap ETF position peaked at $31K in Q3 2020.
1,045 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.