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

Wetzel Investment 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
2024
Q3 		– Sell
-330
Closed -$79.1K – 879
2024
Q2 		$79.1K Hold
330
– – 0.05% 197
2024
Q1 		$75.7K Hold
330
– – 0.04% 206
2023
Q4 		$72K Buy
+330
New +$67.5K 0.04% 209

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Wetzel Investment Advisors's VV Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2024, closing a stake of 330 shares — an estimated $79.1K sold.

Wetzel Investment Advisors first reported a position in VV in Q4 2023 and held it in 3 quarters. The position peaked at $79.1K in Q2 2024. 1,101 funds tracked by Wall St. Rank hold VV as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 330 Vanguard Morningstar Large-Cap ETF shares in Q3 2024, an estimated $79.1K.
  • Wetzel Investment Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $79.1K in Q2 2024.
  • 1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.