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

Selective 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
2022 Q4	$220K	Buy	1,217 +24	+2%	+$4.21K	0.12%	113
2022 Q3	$195K	Sell	1,193 -916	-43%	-$167K	0.08%	131
2022 Q2	$363K	Sell	2,109 -146	-6%	-$27.4K	0.13%	98
2022 Q1	$470K	Sell	2,255 -34	-1%	-$6.98K	0.17%	70
2021 Q4	$506K	Buy	2,289 +224	+11%	+$48K	0.21%	59
2021 Q3	$415K	Buy	2,065 +564	+38%	+$117K	0.22%	49
2021 Q2	$301K	Buy	+1,501	New	+$293K	0.24%	43

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Selective Wealth Management's VV Position: Q4 2022 in Review

Selective Wealth Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 2% in Q4 2022, buying an estimated $4.21K and bringing the position to 1,217 shares worth $220K. The position accounts for 0.12% of the portfolio, ranked #113.

Selective Wealth Management first reported a position in VV in Q2 2021 and has held it in 7 quarters since. The position peaked at $506K in Q4 2021. 892 funds tracked by Wall St. Rank hold VV as of Q4 2022.

Selective Wealth Management held 1,217 shares of Vanguard Morningstar Large-Cap ETF worth $220K as of Q4 2022.
Selective Wealth Management bought 24 Vanguard Morningstar Large-Cap ETF shares in Q4 2022, an estimated $4.21K.
Vanguard Morningstar Large-Cap ETF made up 0.12% of Selective Wealth Management's portfolio in Q4 2022, its #113 holding.
Selective Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2021 and has held it in 7 quarters since.
Selective Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $506K in Q4 2021.
892 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.