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

Tower View 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
2020 Q1	–	Sell	-575	Closed	-$85K	–	143
2019 Q4	$85K	Buy	575 +3	+0.5%	+$424	0.06%	77
2019 Q3	$78K	Buy	572 +3	+0.5%	+$407	0.06%	75
2019 Q2	$77K	Buy	569 +2	+0.4%	+$265	0.07%	72
2019 Q1	$74K	Hold	567	–	–	0.07%	72
2018 Q4	$65K	Buy	567 +4	+0.7%	+$495	0.07%	70
2018 Q3	$75K	Buy	563 +221	+65%	+$28.9K	0.07%	81
2018 Q2	$43K	Buy	342 +2	+0.6%	+$248	0.04%	92
2018 Q1	$41K	Sell	340 -99	-23%	-$12.4K	0.04%	93
2017 Q4	$54K	Buy	+439	New	+$52.5K	0.05%	87

Other funds holding VV

Jones Financial Companies

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

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

Creative Planning

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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