WestHill Financial Advisors’s Vanguard Morningstar 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 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WestHill Financial Advisors's VV Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q4 2023, closing a stake of 419 shares — an estimated $82K sold.

WestHill Financial Advisors first reported a position in VV in Q4 2020 and held it in 11 quarters. The position peaked at $104K in Q1 2023. 1,037 funds tracked by Wall St. Rank hold VV as of Q4 2023.

WestHill Financial Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 419 Vanguard Morningstar Large-Cap ETF shares in Q4 2023, an estimated $82K.
WestHill Financial Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2020 and held it in 11 quarters.
WestHill Financial Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $104K in Q1 2023.
1,037 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.