Sharkey, Howes & Javer’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sharkey, Howes & Javer’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
2017 Q2	–	Sell	-225	Closed	-$24K	–	230
2017 Q1	$24K	Hold	225	–	–	0.01%	130
2016 Q4	$23K	Hold	225	–	–	0.01%	133
2016 Q3	$22K	Hold	225	–	–	0.01%	132
2016 Q2	$22K	Hold	225	–	–	0.01%	130
2016 Q1	$21K	Hold	225	–	–	0.02%	139
2015 Q4	$21K	Hold	225	–	–	0.01%	155
2015 Q3	$20K	Hold	225	–	–	0.02%	153
2015 Q2	$21K	Hold	225	–	–	0.02%	139
2015 Q1	$21K	Buy	+225	New	+$21.4K	0.01%	154

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SBSB

Sullivan, Bruyette, Speros & Blaney Mclean, Virginia $2.27B AUM 50.71% 1-Year Est. Return

Sharkey, Howes & Javer's VV Position: Q2 2017 in Review

Sharkey, Howes & Javer sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2017, closing a stake of 225 shares — an estimated $24K sold.

Sharkey, Howes & Javer first reported a position in VV in Q1 2015 and held it in 9 quarters. The position peaked at $24K in Q1 2017. 358 funds tracked by Wall St. Rank hold VV as of Q2 2017.

Sharkey, Howes & Javer reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2017 after selling out during the quarter.
Sharkey, Howes & Javer sold 225 Vanguard Morningstar Large-Cap ETF shares in Q2 2017, an estimated $24K.
Sharkey, Howes & Javer first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2015 and held it in 9 quarters.
Sharkey, Howes & Javer's Vanguard Morningstar Large-Cap ETF position peaked at $24K in Q1 2017.
358 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2017.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2017, filed 19 Jul 2017.