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SFMG Wealth Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

SFMG Wealth 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
2021
Q1 		– Sell
-1,200
Closed -$211K – 256
2020
Q4 		$211K Buy
+1,200
New +$199K 0.03% 204

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SFMG Wealth Advisors's VV Position: Q1 2021 in Review

SFMG Wealth Advisors sold out of Vanguard Large-Cap ETF (VV) in Q1 2021, closing a stake of 1,200 shares — an estimated $211K sold.

SFMG Wealth Advisors first reported a position in VV in Q4 2020 and held it in 1 quarter. The position peaked at $211K in Q4 2020. 720 funds tracked by Wall St. Rank hold VV as of Q1 2021.

  • SFMG Wealth Advisors reported no remaining Vanguard Large-Cap ETF position as of Q1 2021 after selling out during the quarter.
  • SFMG Wealth Advisors sold 1,200 Vanguard Large-Cap ETF shares in Q1 2021, an estimated $211K.
  • SFMG Wealth Advisors first reported a position in Vanguard Large-Cap ETF in Q4 2020 and held it in 1 quarter.
  • SFMG Wealth Advisors's Vanguard Large-Cap ETF position peaked at $211K in Q4 2020.
  • 720 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2021.

Based on SFMG Wealth Advisors's 13F filing for Q1 2021, filed 3 May 2021.