Sterling Investment Advisors (Pennsylvania)’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-395	Closed	-$68K	–	516
2022 Q2	$68K	Buy	395 +1	+0.3%	+$188	0.02%	205
2022 Q1	$82K	Hold	394	–	–	0.02%	215
2021 Q4	$87K	Hold	394	–	–	0.02%	208
2021 Q3	$79K	Hold	394	–	–	0.02%	214
2021 Q2	$79K	Buy	394 +30	+8%	+$5.86K	0.02%	219
2021 Q1	$67K	Hold	364	–	–	0.02%	222
2020 Q4	$64K	Buy	+364	New	+$60.5K	0.02%	212

Other funds holding VV

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VV Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2022, closing a stake of 395 shares — an estimated $68K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VV in Q4 2020 and held it in 7 quarters. The position peaked at $87K in Q4 2021. 821 funds tracked by Wall St. Rank hold VV as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 395 Vanguard Morningstar Large-Cap ETF shares in Q3 2022, an estimated $68K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 7 quarters.
Sterling Investment Advisors (Pennsylvania)'s Vanguard Morningstar Large-Cap ETF position peaked at $87K in Q4 2021.
821 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.