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Soltis Investment Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Soltis Investment 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
2020
Q2 		– Sell
-2,639
Closed -$313K – 198
2020
Q1 		$313K Buy
2,639
+41
+2% +$5.76K 0.1% 114
2019
Q4 		$384K Buy
+2,598
New +$368K 0.07% 104

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Soltis Investment Advisors's VV Position: Q2 2020 in Review

Soltis Investment Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2020, closing a stake of 2,639 shares — an estimated $313K sold.

Soltis Investment Advisors first reported a position in VV in Q4 2019 and held it in 2 quarters. The position peaked at $384K in Q4 2019. 595 funds tracked by Wall St. Rank hold VV as of Q2 2020.

  • Soltis Investment Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2020 after selling out during the quarter.
  • Soltis Investment Advisors sold 2,639 Vanguard Morningstar Large-Cap ETF shares in Q2 2020, an estimated $313K.
  • Soltis Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2019 and held it in 2 quarters.
  • Soltis Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $384K in Q4 2019.
  • 595 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2020.

Based on Soltis Investment Advisors's 13F filing for Q2 2020, filed 12 Aug 2020.