Tyler-Stone Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-174	Closed	-$43.4K	–	937
2024 Q2	$43.4K	Hold	174	–	–	0.02%	394
2024 Q1	$41.7K	Buy	174 +110	+172%	+$25.2K	0.02%	391
2023 Q4	$14K	Hold	64	–	–	0.01%	573
2023 Q3	$13K	Hold	64	–	–	0.01%	559
2023 Q2	$13K	Buy	+64	New	+$12.3K	0.01%	559
2022 Q4	$11K	Hold	64	–	–	0.01%	550
2022 Q3	$10K	Hold	64	–	–	0.01%	546
2022 Q2	$11K	Hold	64	–	–	0.01%	543
2022 Q1	$13K	Hold	64	–	–	0.01%	534
2021 Q4	$14K	Buy	+64	New	+$13.7K	0.01%	548

Other funds holding VV

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

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

NMIFOAC

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Tyler-Stone Wealth Management's VV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard Large-Cap ETF (VV) in Q3 2024, closing a stake of 174 shares — an estimated $43.4K sold.

Tyler-Stone Wealth Management first reported a position in VV in Q4 2021 and held it in 10 quarters. The position peaked at $43.4K in Q2 2024. 1,099 funds tracked by Wall St. Rank hold VV as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard Large-Cap ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 174 Vanguard Large-Cap ETF shares in Q3 2024, an estimated $43.4K.
Tyler-Stone Wealth Management first reported a position in Vanguard Large-Cap ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Vanguard Large-Cap ETF position peaked at $43.4K in Q2 2024.
1,099 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.