VAG
Vannoy Advisory Group Portfolio holdings
AUM
$153M
1-Year Est. Return
10.08%
1 Year Est. Return
+10.08%
AUM
$145M
AUM Growth
+$9.83M
(+7.3%)
Holding
27
Top Buys
| 1 | +$841K | |
| 2 | +$209K | |
| 3 | +$122K | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$120K |
| 5 |
Dimensional US Large Cap Value ETF
DFLV
|
+$74.9K |
Top Sells
| 1 | +$465K | |
| 2 | +$119K | |
| 3 | +$59.8K | |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$57.7K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$47.8K |
Sector Composition
| 1 | Technology | 0.22% |
| 2 | Communication Services | 0.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class A
GOOGL
$3.23T
| $248K | 0.17% |
1,410
|
|
||
27
iShares Core S&P 500 ETF
IVV
$682B
| $209K | 0.14% |
+336
|
|