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Better Money Decisions’s Vanguard 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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Better Money Decisions sold out of Vanguard 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. 1,643 funds tracked by Wall St. Rank hold VTV as of Q3 2022.

  • Better Money Decisions reported no remaining Vanguard Value ETF position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 5 Vanguard Value ETF shares in Q3 2022, an estimated $1K.
  • Better Money Decisions first reported a position in Vanguard Value ETF in Q3 2021 and held it in 2 quarters.
  • Better Money Decisions's Vanguard Value ETF position peaked at $1K in Q2 2022.
  • 1,643 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2022.

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