V Wealth Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

V Wealth Advisors’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
2022 Q3	–	Sell	-2,207	Closed	-$381K	–	421
2022 Q2	$381K	Buy	2,207 +687	+45%	+$129K	0.07%	267
2022 Q1	$316K	Sell	1,520 -509	-25%	-$105K	0.05%	337
2021 Q4	$448K	Sell	2,029 -21	-1%	-$4.5K	0.07%	275
2021 Q3	$411K	Sell	2,050 -50	-2%	-$10.3K	0.06%	298
2021 Q2	$421K	Buy	+2,100	New	+$410K	0.07%	311
2020 Q2	–	Sell	-1,927	Closed	-$228K	–	389
2020 Q1	$228K	Buy	+1,927	New	+$271K	0.07%	271

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

V Wealth Advisors's VV Position: Q3 2022 in Review

V Wealth Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2022, closing a stake of 2,207 shares — an estimated $381K sold.

V Wealth Advisors first reported a position in VV in Q1 2020 and held it in 6 quarters. The position peaked at $448K in Q4 2021. 822 funds tracked by Wall St. Rank hold VV as of Q3 2022.

V Wealth Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2022 after selling out during the quarter.
V Wealth Advisors sold 2,207 Vanguard Morningstar Large-Cap ETF shares in Q3 2022, an estimated $381K.
V Wealth Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2020 and held it in 6 quarters.
V Wealth Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $448K in Q4 2021.
822 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2022.

Based on V Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.