WestHill Financial Advisors’s Vanguard Large-Cap ETF VV Stock Holding History

WestHill Financial 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
2023 Q4	–	Sell	-419	Closed	-$82K	–	115
2023 Q3	$82K	Hold	419	–	–	0.02%	78
2023 Q2	$84.9K	Sell	419 -140	-25%	-$26.8K	0.02%	77
2023 Q1	$104K	Hold	559	–	–	0.03%	75
2022 Q4	$97.4K	Buy	559 +140	+33%	+$24.6K	0.03%	76
2022 Q3	$69K	Hold	419	–	–	0.02%	74
2022 Q2	$72K	Hold	419	–	–	0.02%	77
2022 Q1	$87K	Hold	419	–	–	0.03%	82
2021 Q4	$93K	Hold	419	–	–	0.03%	84
2021 Q3	$84K	Buy	+419	New	+$86.6K	0.03%	72
2021 Q1	$78K	Hold	419	–	–	0.03%	64
2020 Q4	$74K	Buy	+419	New	+$69.6K	0.03%	66

Other funds holding VV

Jones Financial Companies

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

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

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

Bank of America

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

Northwestern Mutual Wealth Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group

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

Fidelity Investments

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return