Viridian RIA’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Viridian RIA’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 Q1	–	Sell	-1,984	Closed	-$408K	–	70
2021 Q4	$438K	Buy	+1,984	New	+$425K	0.09%	70
2021 Q2	–	Hold	0	–	–	–	63
2021 Q1	–	Sell	-2,065	Closed	-$374K	–	65
2020 Q4	$363K	Buy	2,065 +5	+0.2%	+$831	0.1%	56
2020 Q3	$322K	Sell	2,060 -22	-1%	-$3.39K	0.11%	58
2020 Q2	$298K	Sell	2,082 -144	-6%	-$19.5K	0.11%	58
2020 Q1	$264K	Buy	2,226 +7	+0.3%	+$983	0.12%	52
2019 Q4	$328K	Buy	2,219 +6	+0.3%	+$849	0.12%	51
2019 Q3	$302K	Buy	2,213 +420	+23%	+$57K	0.13%	50
2019 Q2	$237K	Sell	1,793 -30	-2%	-$3.97K	0.1%	53
2019 Q1	$236K	Buy	+1,823	New	+$228K	0.1%	48

Other funds holding VV

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

NMIFOAC

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

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

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

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

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

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viridian RIA's VV Position: Q1 2022 in Review

Viridian RIA sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q1 2022, closing a stake of 1,984 shares — an estimated $408K sold.

Viridian RIA first reported a position in VV in Q1 2019 and held it in 9 quarters. The position peaked at $438K in Q4 2021. 865 funds tracked by Wall St. Rank hold VV as of Q1 2022.

Viridian RIA reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 1,984 Vanguard Morningstar Large-Cap ETF shares in Q1 2022, an estimated $408K.
Viridian RIA first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and held it in 9 quarters.
Viridian RIA's Vanguard Morningstar Large-Cap ETF position peaked at $438K in Q4 2021.
865 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.