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

Stratos 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
2025 Q1	–	Sell	-1,563	Closed	-$422K	–	759
2024 Q4	$422K	Sell	1,563 -104	-6%	-$28.2K	0.02%	513
2024 Q3	$439K	Hold	1,667	–	–	0.02%	522
2024 Q2	$416K	Hold	1,667	–	–	0.02%	515
2024 Q1	$400K	Buy	1,667 +7	+0.4%	+$1.6K	0.02%	501
2023 Q4	$362K	Buy	+1,660	New	+$339K	0.02%	518
2022 Q3	–	Sell	-1,168	Closed	-$201K	–	542
2022 Q2	$201K	Buy	+1,168	New	+$219K	0.02%	494
2022 Q1	–	Sell	-1,145	Closed	-$253K	–	585
2021 Q4	$253K	Buy	1,145 +3	+0.3%	+$643	0.02%	489
2021 Q3	$230K	Buy	1,142 +3	+0.3%	+$620	0.02%	469
2021 Q2	$229K	Buy	+1,139	New	+$222K	0.02%	490
2020 Q2	–	Sell	-1,212	Closed	-$144K	–	375
2020 Q1	$144K	Buy	+1,212	New	+$170K	0.1%	156

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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