RWB
VV icon

RMR Wealth Builders’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-309
Closed -$57K – 700
2021
Q1 		$57K Hold
309
– – 0.01% 348
2020
Q4 		$54K Buy
+309
New +$51.3K 0.03% 254

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RMR Wealth Builders's VV Position: Q2 2021 in Review

RMR Wealth Builders sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2021, closing a stake of 309 shares — an estimated $57K sold.

RMR Wealth Builders first reported a position in VV in Q4 2020 and held it in 2 quarters. The position peaked at $57K in Q1 2021. 748 funds tracked by Wall St. Rank hold VV as of Q2 2021.

  • RMR Wealth Builders reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 309 Vanguard Morningstar Large-Cap ETF shares in Q2 2021, an estimated $57K.
  • RMR Wealth Builders first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Vanguard Morningstar Large-Cap ETF position peaked at $57K in Q1 2021.
  • 748 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.