Truvestments Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Truvestments Capital’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 Q3	–	Sell	-96	Closed	-$19.5K	–	722
2023 Q2	$19.5K	Hold	96	–	–	0.01%	381
2023 Q1	$17.9K	Buy	+96	New	+$17.5K	0.01%	378
2021 Q1	–	Sell	-152	Closed	-$26K	–	686
2020 Q4	$26K	Buy	+152	New	+$25.3K	0.02%	328
2020 Q2	–	Sell	-1,180	Closed	-$139K	–	625
2020 Q1	$139K	Buy	+1,180	New	+$166K	0.18%	108

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

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

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

Truvestments Capital's VV Position: Q3 2023 in Review

Truvestments Capital sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2023, closing a stake of 96 shares — an estimated $19.5K sold.

Truvestments Capital first reported a position in VV in Q1 2020 and held it in 4 quarters. The position peaked at $139K in Q1 2020. 938 funds tracked by Wall St. Rank hold VV as of Q3 2023.

Truvestments Capital reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2023 after selling out during the quarter.
Truvestments Capital sold 96 Vanguard Morningstar Large-Cap ETF shares in Q3 2023, an estimated $19.5K.
Truvestments Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and held it in 4 quarters.
Truvestments Capital's Vanguard Morningstar Large-Cap ETF position peaked at $139K in Q1 2020.
938 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2023.

Based on Truvestments Capital's 13F filing for Q3 2023, filed 13 Nov 2023.