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Toth Financial Advisory’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Toth Financial Advisory’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
Q3 		– Sell
-34
Closed -$5K – 613
2020
Q2 		$5K Buy
+34
New +$4.6K ﹤0.01% 414

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

Toth Financial Advisory's VV Position: Q3 2020 in Review

Toth Financial Advisory sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2020, closing a stake of 34 shares — an estimated $5K sold.

Toth Financial Advisory first reported a position in VV in Q2 2020 and held it in 1 quarter. The position peaked at $5K in Q2 2020. 608 funds tracked by Wall St. Rank hold VV as of Q3 2020.

  • Toth Financial Advisory reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Toth Financial Advisory sold 34 Vanguard Morningstar Large-Cap ETF shares in Q3 2020, an estimated $5K.
  • Toth Financial Advisory first reported a position in Vanguard Morningstar Large-Cap ETF in Q2 2020 and held it in 1 quarter.
  • Toth Financial Advisory's Vanguard Morningstar Large-Cap ETF position peaked at $5K in Q2 2020.
  • 608 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.