Semmax Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

Semmax Financial Advisors’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
2025 Q2	$1.51K	Sell	5 -61	-92%	-$16.1K	﹤0.01%	360
2025 Q1	$17.2K	Buy	66 +61	+1,220%	+$16.5K	﹤0.01%	210
2024 Q4	$1.43K	Hold	5	–	–	﹤0.01%	298
2024 Q3	$1.39K	Hold	5	–	–	﹤0.01%	310
2024 Q2	$1.26K	Hold	5	–	–	﹤0.01%	345
2024 Q1	$1.21K	Hold	5	–	–	﹤0.01%	334
2023 Q4	$1.14K	Buy	+5	New	+$1.02K	﹤0.01%	337
2020 Q1	–	Sell	-85	Closed	-$13K	–	323
2019 Q4	$13K	Buy	+85	New	+$12K	0.01%	153
2019 Q1	–	Sell	-16	Closed	-$2K	–	504
2018 Q4	$2K	Buy	+16	New	+$1.98K	﹤0.01%	408

Other funds holding VV

Jones Financial Companies

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return