Bartlett & Co Wealth Management’s VERITIV CORPORATION VRTV Stock Holding History

Bartlett & Co 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	-24	Closed	-$4.05K	–	1279
2023 Q3	$4.05K	Hold	24	–	–	﹤0.01%	1017
2023 Q2	$3.02K	Hold	24	–	–	﹤0.01%	1035
2023 Q1	$3.24K	Hold	24	–	–	﹤0.01%	947
2022 Q4	$2.92K	Hold	24	–	–	﹤0.01%	985
2022 Q3	$2.35K	Hold	24	–	–	﹤0.01%	1034
2022 Q2	$2.6K	Hold	24	–	–	﹤0.01%	1144
2022 Q1	$3.21K	Buy	+24	New	+$2.62K	﹤0.01%	968

Other funds holding VRTV

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Bartlett & Co Wealth Management's VRTV Position: Q4 2023 in Review

Bartlett & Co Wealth Management sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 24 shares — an estimated $4.05K sold.

Bartlett & Co Wealth Management first reported a position in VRTV in Q1 2022 and held it in 7 quarters. The position peaked at $4.05K in Q3 2023. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

Bartlett & Co Wealth Management reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
Bartlett & Co Wealth Management sold 24 VERITIV CORPORATION shares in Q4 2023, an estimated $4.05K.
Bartlett & Co Wealth Management first reported a position in VERITIV CORPORATION in Q1 2022 and held it in 7 quarters.
Bartlett & Co Wealth Management's VERITIV CORPORATION position peaked at $4.05K in Q3 2023.
3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.