Benedetti & Gucer’s Vanguard Value ETF VTV Stock Holding History

Benedetti & Gucer’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
2024 Q1	$343K	Sell	2,108 -107	-5%	-$16.5K	0.17%	97
2023 Q4	$331K	Hold	2,215	–	–	0.17%	101
2023 Q3	$306K	Hold	2,215	–	–	0.17%	104
2023 Q2	$315K	Sell	2,215 -270	-11%	-$37.5K	0.16%	108
2023 Q1	$343K	Buy	2,485 +60	+2%	+$8.42K	0.2%	97
2022 Q4	$340K	Sell	2,425 -1,204	-33%	-$166K	0.25%	67
2022 Q3	$448K	Buy	3,629 +75	+2%	+$10.1K	0.35%	49
2022 Q2	$469K	Buy	3,554 +299	+9%	+$42.2K	0.32%	49
2022 Q1	$481K	Hold	3,255	–	–	0.32%	46
2021 Q4	$478K	Buy	3,255 +104	+3%	+$14.9K	0.32%	42
2021 Q3	$426K	Buy	3,151 +719	+30%	+$100K	0.32%	46
2021 Q2	$334K	Buy	2,432 +52	+2%	+$7.14K	0.3%	55
2021 Q1	$312K	Buy	+2,380	New	+$298K	0.29%	54

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Benedetti & Gucer's VTV Position: Q1 2024 in Review

Benedetti & Gucer reduced its Vanguard Value ETF (VTV) stake by 4.8% in Q1 2024, selling an estimated $16.5K and leaving 2,108 shares worth $343K. The position accounts for 0.17% of the portfolio, ranked #97.

Benedetti & Gucer first reported a position in VTV in Q1 2021 and has held it in 13 quarters since. The position peaked at $481K in Q1 2022. 2,057 funds tracked by Wall St. Rank hold VTV as of Q1 2024.

Benedetti & Gucer held 2,108 shares of Vanguard Value ETF worth $343K as of Q1 2024.
Benedetti & Gucer sold 107 Vanguard Value ETF shares in Q1 2024, an estimated $16.5K.
Vanguard Value ETF made up 0.17% of Benedetti & Gucer's portfolio in Q1 2024, its #97 holding.
Benedetti & Gucer first reported a position in Vanguard Value ETF in Q1 2021 and has held it in 13 quarters since.
Benedetti & Gucer's Vanguard Value ETF position peaked at $481K in Q1 2022.
2,057 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.