Salvus Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Salvus Wealth Management’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
2023 Q2	–	Sell	-2,700	Closed	-$504K	–	106
2023 Q1	$504K	Buy	2,700 +850	+46%	+$155K	0.41%	68
2022 Q4	$322K	Buy	+1,850	New	+$325K	0.3%	77
2022 Q3	–	Sell	-1,637	Closed	-$282K	–	100
2022 Q2	$282K	Buy	+1,637	New	+$307K	0.25%	86

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

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

Samlyn Capital New York $5.86B AUM 36.3% 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

Salvus Wealth Management's VV Position: Q2 2023 in Review

Salvus Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q2 2023, closing a stake of 2,700 shares — an estimated $504K sold.

Salvus Wealth Management first reported a position in VV in Q2 2022 and held it in 3 quarters. The position peaked at $504K in Q1 2023. 928 funds tracked by Wall St. Rank hold VV as of Q2 2023.

Salvus Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q2 2023 after selling out during the quarter.
Salvus Wealth Management sold 2,700 Vanguard Large-Cap ETF shares in Q2 2023, an estimated $504K.
Salvus Wealth Management first reported a position in Vanguard Large-Cap ETF in Q2 2022 and held it in 3 quarters.
Salvus Wealth Management's Vanguard Large-Cap ETF position peaked at $504K in Q1 2023.
928 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2023.

Based on Salvus Wealth Management's 13F filing for Q2 2023, filed 14 Jul 2023.