Wagner Wealth Management (South Carolina)’s Vanguard Large-Cap ETF VV Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018 Q3	$1.95M	Buy	14,638 +9,830	+204%	+$1.29M	1.3%	21
2018 Q2	$600K	Buy	4,808 +1,397	+41%	+$174K	0.43%	59
2018 Q1	$413K	Sell	3,411 -287	-8%	-$36K	0.31%	76
2017 Q4	$469K	Buy	+3,698	New	+$442K	0.35%	64

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VV Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) increased its Vanguard Large-Cap ETF (VV) stake by 204% in Q3 2018, buying an estimated $1.29M and bringing the position to 14,638 shares worth $1.95M. The position accounts for 1.3% of the portfolio, ranked #21.

Wagner Wealth Management (South Carolina) first reported a position in VV in Q4 2017 and has held it in 4 quarters since. 450 funds tracked by Wall St. Rank hold VV as of Q3 2018.

Wagner Wealth Management (South Carolina) held 14,638 shares of Vanguard Large-Cap ETF worth $1.95M as of Q3 2018.
Wagner Wealth Management (South Carolina) bought 9,830 Vanguard Large-Cap ETF shares in Q3 2018, an estimated $1.29M.
Vanguard Large-Cap ETF made up 1.3% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #21 holding.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Large-Cap ETF in Q4 2017 and has held it in 4 quarters since.
450 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.