Beck Bode LLC’s Vanguard Morningstar Value ETF VTV Stock Holding History

Beck Bode LLC’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-298	Closed	-$41K	–	301
2021 Q2	$41K	Buy	+298	New	+$40.9K	0.01%	141

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Beck Bode LLC's VTV Position: Q3 2021 in Review

Beck Bode LLC sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2021, closing a stake of 298 shares — an estimated $41K sold.

Beck Bode LLC first reported a position in VTV in Q2 2021 and held it in 1 quarter. The position peaked at $41K in Q2 2021. 1,341 funds tracked by Wall St. Rank hold VTV as of Q3 2021.

Beck Bode LLC reported no remaining Vanguard Morningstar Value ETF position as of Q3 2021 after selling out during the quarter.
Beck Bode LLC sold 298 Vanguard Morningstar Value ETF shares in Q3 2021, an estimated $41K.
Beck Bode LLC first reported a position in Vanguard Morningstar Value ETF in Q2 2021 and held it in 1 quarter.
Beck Bode LLC's Vanguard Morningstar Value ETF position peaked at $41K in Q2 2021.
1,341 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2021.

Based on Beck Bode LLC's 13F filing for Q3 2021, filed 22 Oct 2021.