RPg Family Wealth Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

RPg Family Wealth Advisory’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
2019 Q1	–	Sell	-150	Closed	-$17.2K	–	313
2018 Q4	$17.2K	Sell	150 -20	-12%	-$2.48K	0.02%	171
2018 Q3	$22.7K	Buy	170 +20	+13%	+$2.62K	0.02%	167
2018 Q2	$18.7K	Buy	+150	New	+$18.6K	0.01%	175

Other funds holding VV

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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

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

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

RPg Family Wealth Advisory's VV Position: Q1 2019 in Review

RPg Family Wealth Advisory sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2019, closing a stake of 150 shares — an estimated $17.2K sold.

RPg Family Wealth Advisory first reported a position in VV in Q2 2018 and held it in 3 quarters. The position peaked at $22.7K in Q3 2018. 477 funds tracked by Wall St. Rank hold VV as of Q1 2019.

RPg Family Wealth Advisory reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2019 after selling out during the quarter.
RPg Family Wealth Advisory sold 150 Vanguard Morningstar Large-Cap ETF shares in Q1 2019, an estimated $17.2K.
RPg Family Wealth Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2018 and held it in 3 quarters.
RPg Family Wealth Advisory's Vanguard Morningstar Large-Cap ETF position peaked at $22.7K in Q3 2018.
477 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2019.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2019, filed 14 May 2019.