AWM
VRTV

Abound Wealth Management’s VERITIV CORPORATION VRTV Stock Holding History

Abound Wealth Management’s Portfolio VRTV Stock Details VRTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2
Closed -$338 – 1412
2023
Q3 		$338 Hold
2
– – ﹤0.01% 965
2023
Q2 		$252 Buy
+2
New +$234 ﹤0.01% 1116

Other funds holding VRTV

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Abound Wealth Management's VRTV Position: Q4 2023 in Review

Abound Wealth Management sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 2 shares — an estimated $338 sold.

Abound Wealth Management first reported a position in VRTV in Q2 2023 and held it in 2 quarters. The position peaked at $338 in Q3 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

  • Abound Wealth Management reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
  • Abound Wealth Management sold 2 VERITIV CORPORATION shares in Q4 2023, an estimated $338.
  • Abound Wealth Management first reported a position in VERITIV CORPORATION in Q2 2023 and held it in 2 quarters.
  • Abound Wealth Management's VERITIV CORPORATION position peaked at $338 in Q3 2023.
  • 3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Abound Wealth Management's 13F filing for Q4 2023, filed 8 Aug 2024.