Better Money Decisions’s Vanguard Morningstar Value ETF VTV Stock Holding History

Better Money Decisions’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
2022 Q3	–	Sell	-5	Closed	-$1K	–	438
2022 Q2	$1K	Buy	+5	New	+$705	﹤0.01%	465
2021 Q4	–	Sell	-5	Closed	-$1K	–	569
2021 Q3	$1K	Buy	+5	New	+$696	﹤0.01%	633

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

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Better Money Decisions's VTV Position: Q3 2022 in Review

Better Money Decisions sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Better Money Decisions first reported a position in VTV in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 1,646 funds tracked by Wall St. Rank hold VTV as of Q3 2022.

Better Money Decisions reported no remaining Vanguard Morningstar Value ETF position as of Q3 2022 after selling out during the quarter.
Better Money Decisions sold 5 Vanguard Morningstar Value ETF shares in Q3 2022, an estimated $1K.
Better Money Decisions first reported a position in Vanguard Morningstar Value ETF in Q3 2021 and held it in 2 quarters.
Better Money Decisions's Vanguard Morningstar Value ETF position peaked at $1K in Q2 2022.
1,646 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.