Triangle Securities Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Triangle Securities 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
2024 Q4	–	Sell	-1,008	Closed	-$265K	–	207
2024 Q3	$265K	Hold	1,008	–	–	0.07%	186
2024 Q2	$252K	Hold	1,008	–	–	0.07%	186
2024 Q1	$242K	Sell	1,008 -65	-6%	-$14.9K	0.07%	189
2023 Q4	$234K	Hold	1,073	–	–	0.07%	185
2023 Q3	$210K	Hold	1,073	–	–	0.07%	181
2023 Q2	$218K	Hold	1,073	–	–	0.07%	184
2023 Q1	$200K	Buy	+1,073	New	+$195K	0.07%	183
2022 Q2	–	Sell	-1,085	Closed	-$226K	–	177
2022 Q1	$226K	Sell	1,085 -7	-0.6%	-$1.44K	0.08%	170
2021 Q4	$241K	Sell	1,092 -83	-7%	-$17.8K	0.08%	171
2021 Q3	$236K	Hold	1,175	–	–	0.08%	166
2021 Q2	$236K	Hold	1,175	–	–	0.08%	165
2021 Q1	$218K	Sell	1,175 -225	-16%	-$40.8K	0.08%	165
2020 Q4	$246K	Hold	1,400	–	–	0.1%	158
2020 Q3	$219K	Sell	1,400 -100	-7%	-$15.4K	0.1%	155
2020 Q2	$215K	Buy	+1,500	New	+$203K	0.1%	154
2020 Q1	–	Sell	-1,485	Closed	-$220K	–	168
2019 Q4	$220K	Hold	1,485	–	–	0.1%	153
2019 Q3	$202K	Sell	1,485 -90	-6%	-$12.2K	0.1%	152
2019 Q2	$215K	Hold	1,575	–	–	0.11%	143
2019 Q1	$204K	Buy	+1,575	New	+$197K	0.11%	146
2018 Q4	–	Sell	-1,575	Closed	-$210K	–	147
2018 Q3	$210K	Sell	1,575 -125	-7%	-$16.4K	0.11%	136
2018 Q2	$212K	Hold	1,700	–	–	0.12%	137
2018 Q1	$206K	Hold	1,700	–	–	0.12%	134
2017 Q4	$208K	Buy	+1,700	New	+$203K	0.12%	132

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Triangle Securities Wealth Management's VV Position: Q4 2024 in Review

Triangle Securities Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2024, closing a stake of 1,008 shares — an estimated $265K sold.

Triangle Securities Wealth Management first reported a position in VV in Q4 2017 and held it in 23 quarters. The position peaked at $265K in Q3 2024. 1,185 funds tracked by Wall St. Rank hold VV as of Q4 2024.

Triangle Securities Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2024 after selling out during the quarter.
Triangle Securities Wealth Management sold 1,008 Vanguard Morningstar Large-Cap ETF shares in Q4 2024, an estimated $265K.
Triangle Securities Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2017 and held it in 23 quarters.
Triangle Securities Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $265K in Q3 2024.
1,185 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2024.

Based on Triangle Securities Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.