SeaCrest Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.8M | Buy |
5,222
+1
| +0% | +$334 | 0.2% | 95 |
|
|
2026
Q1 | $1.56M | Sell |
5,221
-949
| -15% | -$297K | 0.17% | 111 |
|
|
2025
Q4 | $1.96M | Sell |
6,170
-331
| -5% | -$103K | 0.2% | 92 |
|
|
2025
Q3 | $2.02M | Sell |
6,501
-724
| -10% | -$214K | 0.21% | 86 |
|
|
2025
Q2 | $2.06M | Buy |
7,225
+1,331
| +23% | +$351K | 0.22% | 84 |
|
|
2025
Q1 | $1.51M | Buy |
5,894
+558
| +10% | +$151K | 0.17% | 115 |
|
|
2024
Q4 | $1.44M | Sell |
5,336
-363
| -6% | -$98.4K | 0.15% | 125 |
|
|
2024
Q3 | $1.5M | Buy |
5,699
+306
| +6% | +$77.6K | 0.16% | 122 |
|
|
2024
Q2 | $1.35M | Sell |
5,393
-38
| -0.7% | -$9.13K | 0.15% | 127 |
|
|
2024
Q1 | $1.3M | Buy |
5,431
+7
| +0.1% | +$1.6K | 0.16% | 134 |
|
|
2023
Q4 | $1.17M | Sell |
5,424
-300
| -5% | -$61.3K | 0.14% | 142 |
|
|
2023
Q3 | $1.12M | Buy |
5,724
+367
| +7% | +$74.7K | 0.15% | 144 |
|
|
2023
Q2 | $1.09M | Buy |
5,357
+1,221
| +30% | +$234K | 0.14% | 154 |
|
|
2023
Q1 | $773K | Sell |
4,136
-28
| -0.7% | -$5.1K | 0.1% | 220 |
|
|
2022
Q4 | $725K | Buy |
4,164
+41
| +1% | +$7.19K | 0.1% | 226 |
|
|
2022
Q3 | $674K | Buy |
4,123
+9
| +0.2% | +$1.64K | 0.1% | 215 |
|
|
2022
Q2 | $709K | Buy |
4,114
+226
| +6% | +$42.4K | 0.09% | 234 |
|
|
2022
Q1 | $811K | Buy |
3,888
+274
| +8% | +$56.3K | 0.09% | 225 |
|
|
2021
Q4 | $799K | Buy |
3,614
+831
| +30% | +$178K | 0.09% | 229 |
|
|
2021
Q3 | $559K | Buy |
2,783
+1,093
| +65% | +$226K | 0.07% | 303 |
|
|
2021
Q2 | $339K | Sell |
1,690
-143
| -8% | -$27.9K | 0.04% | 457 |
|
|
2021
Q1 | $340K | Sell |
1,833
-197
| -10% | -$35.7K | 0.05% | 421 |
|
|
2020
Q4 | $357K | Hold |
2,030
| – | – | 0.05% | 380 |
|
|
2020
Q3 | $318K | Hold |
2,030
| – | – | 0.05% | 370 |
|
|
2020
Q2 | $290K | Hold |
2,030
| – | – | 0.05% | 395 |
|
|
2020
Q1 | $240K | Buy |
2,030
+167
| +9% | +$23.5K | 0.05% | 386 |
|
|
2019
Q4 | $275K | Sell |
1,863
-299
| -14% | -$42.3K | 0.05% | 423 |
|
|
2019
Q3 | $295K | Sell |
2,162
-130
| -6% | -$17.6K | 0.06% | 400 |
|
|
2019
Q2 | $309K | Hold |
2,292
| – | – | 0.06% | 372 |
|
|
2019
Q1 | $298K | Hold |
2,292
| – | – | 0.05% | 364 |
|
|
2018
Q4 | $263K | Sell |
2,292
-49
| -2% | -$6.07K | 0.05% | 359 |
|
|
2018
Q3 | $313K | Sell |
2,341
-75
| -3% | -$9.82K | 0.05% | 378 |
|
|
2018
Q2 | $301K | Hold |
2,416
| – | – | 0.05% | 374 |
|
|
2018
Q1 | $293K | Sell |
2,416
-78
| -3% | -$9.79K | 0.05% | 370 |
|
|
2017
Q4 | $306K | Buy |
+2,494
| New | +$298K | 0.06% | 365 |
|
Other funds holding VV
NMIFOAC
JFGLC
SeaCrest Wealth Management's VV Position: Q2 2026 in Review
SeaCrest Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 0.02% in Q2 2026, buying an estimated $334 and bringing the position to 5,222 shares worth $1.8M. The position accounts for 0.2% of the portfolio, ranked #95.
SeaCrest Wealth Management first reported a position in VV in Q4 2017 and has held it in 35 quarters since. The position peaked at $2.06M in Q2 2025. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.
- SeaCrest Wealth Management held 5,222 shares of Vanguard Morningstar Large-Cap ETF worth $1.8M as of Q2 2026.
- SeaCrest Wealth Management bought 1 Vanguard Morningstar Large-Cap ETF share in Q2 2026, an estimated $334.
- Vanguard Morningstar Large-Cap ETF made up 0.2% of SeaCrest Wealth Management's portfolio in Q2 2026, its #95 holding.
- SeaCrest Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $2.06M in Q2 2025.
- 1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.