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

TCI 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
2023 Q2	–	Sell	-406	Closed	-$75.8K	–	2206
2023 Q1	$75.8K	Sell	406 -390	-49%	-$71K	0.01%	330
2022 Q4	$139K	Buy	796 +390	+96%	+$68.4K	0.02%	214
2022 Q3	$66K	Hold	406	–	–	0.01%	316
2022 Q2	$70K	Hold	406	–	–	0.01%	304
2022 Q1	$84K	Hold	406	–	–	0.01%	291
2021 Q4	$90K	Hold	406	–	–	0.01%	291
2021 Q3	$82K	Sell	406 -34	-8%	-$7.03K	0.01%	324
2021 Q2	$88K	Buy	440 +39	+10%	+$7.61K	0.02%	300
2021 Q1	$74K	Sell	401 -34	-8%	-$6.16K	0.03%	294
2020 Q4	$76K	Hold	435	–	–	0.04%	268
2020 Q3	$68K	Sell	435 -440	-50%	-$67.8K	0.03%	262
2020 Q2	$125K	Buy	875 +286	+49%	+$38.7K	0.05%	185
2020 Q1	$70K	Hold	589	–	–	0.04%	254
2019 Q4	$87K	Hold	589	–	–	0.03%	282
2019 Q3	$80K	Hold	589	–	–	0.04%	249
2019 Q2	$79K	Buy	589 +214	+57%	+$28.3K	0.04%	250
2019 Q1	$49K	Hold	375	–	–	0.02%	339
2018 Q4	$43K	Hold	375	–	–	0.02%	339
2018 Q3	$50K	Hold	375	–	–	0.02%	342
2018 Q2	$47K	Hold	375	–	–	0.02%	337
2018 Q1	$45K	Hold	375	–	–	0.02%	348
2017 Q4	$46K	Hold	375	–	–	0.02%	360
2017 Q3	$43K	Hold	375	–	–	0.02%	337
2017 Q2	$42K	Hold	375	–	–	0.02%	340
2017 Q1	$41K	Hold	375	–	–	0.02%	328
2016 Q4	$38K	Hold	375	–	–	0.02%	371
2016 Q3	$37K	Hold	375	–	–	0.02%	337
2016 Q2	$36K	Hold	375	–	–	0.02%	335
2016 Q1	$35K	Hold	375	–	–	0.02%	348
2015 Q4	$35K	Hold	375	–	–	0.02%	348
2015 Q3	$33K	Hold	375	–	–	0.02%	333
2015 Q2	$36K	Hold	375	–	–	0.02%	312
2015 Q1	$36K	Hold	375	–	–	0.02%	272
2014 Q4	$35K	Hold	375	–	–	0.02%	285
2014 Q3	$34K	Hold	375	–	–	0.02%	268
2014 Q2	$34K	Sell	375 -234	-38%	-$20.4K	0.02%	283
2014 Q1	$52K	Hold	609	–	–	0.03%	232
2013 Q4	$52K	Buy	609 +234	+62%	+$19K	0.03%	244
2013 Q3	$29K	Hold	375	–	–	0.02%	251
2013 Q2	$28K	Buy	+375	New	+$27.7K	0.02%	268

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

Northwestern Mutual Wealth Management

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

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

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

PNC Financial Services Group

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return