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

WESPAC 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
2021 Q2	–	Sell	-1,418	Closed	-$263K	–	168
2021 Q1	$263K	Hold	1,418	–	–	0.2%	132
2020 Q4	$249K	Buy	+1,418	New	+$236K	0.19%	123
2015 Q1	–	Sell	-5,086	Closed	-$480K	–	139
2014 Q4	$480K	Buy	+5,086	New	+$469K	0.34%	76

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

WESPAC Advisors's VV Position: Q2 2021 in Review

WESPAC Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q2 2021, closing a stake of 1,418 shares — an estimated $263K sold.

WESPAC Advisors first reported a position in VV in Q4 2014 and held it in 3 quarters. The position peaked at $480K in Q4 2014. 748 funds tracked by Wall St. Rank hold VV as of Q2 2021.

WESPAC Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q2 2021 after selling out during the quarter.
WESPAC Advisors sold 1,418 Vanguard Morningstar Large-Cap ETF shares in Q2 2021, an estimated $263K.
WESPAC Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2014 and held it in 3 quarters.
WESPAC Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $480K in Q4 2014.
748 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2021.

Based on WESPAC Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.