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

Soundmark 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
2024 Q2	–	Sell	-27,959	Closed	-$6.7M	–	63
2024 Q1	$6.7M	Sell	27,959 -1,125	-4%	-$257K	2.97%	11
2023 Q4	$6.34M	Buy	29,084 +1,590	+6%	+$325K	3.14%	11
2023 Q3	$5.38M	Buy	27,494 +464	+2%	+$94.5K	2.99%	13
2023 Q2	$5.48M	Hold	27,030	–	–	3.06%	12
2023 Q1	$5.05M	Buy	27,030 +197	+0.7%	+$35.9K	3.02%	14
2022 Q4	$4.67M	Sell	26,833 -1,617	-6%	-$284K	3.02%	12
2022 Q3	$4.65M	Buy	28,450 +371	+1%	+$67.4K	3.26%	9
2022 Q2	$4.84M	Buy	28,079 +3,233	+13%	+$607K	3.45%	10
2022 Q1	$5.18M	Hold	24,846	–	–	3.63%	8
2021 Q4	$5.49M	Sell	24,846 -7,655	-24%	-$1.64M	3.76%	8
2021 Q3	$6.53M	Hold	32,501	–	–	2.35%	13
2021 Q2	$6.52M	Hold	32,501	–	–	2.68%	12
2021 Q1	$6.02M	Sell	32,501 -65	-0.2%	-$11.8K	3.3%	11
2020 Q4	$5.72M	Buy	+32,566	New	+$5.41M	3.65%	9

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 $666B 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