Tower View Wealth Management’s Vanguard Morningstar 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 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 Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tower View Wealth Management's VV Position: Q1 2020 in Review

Tower View Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2020, closing a stake of 575 shares — an estimated $85K sold.

Tower View Wealth Management first reported a position in VV in Q4 2017 and held it in 9 quarters. The position peaked at $85K in Q4 2019. 564 funds tracked by Wall St. Rank hold VV as of Q1 2020.

Tower View Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2020 after selling out during the quarter.
Tower View Wealth Management sold 575 Vanguard Morningstar Large-Cap ETF shares in Q1 2020, an estimated $85K.
Tower View Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and held it in 9 quarters.
Tower View Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $85K in Q4 2019.
564 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2020.

Based on Tower View Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.