Clearview Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Clearview Wealth Advisors’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
2023 Q3	–	Sell	-28	Closed	-$3.98K	–	633
2023 Q2	$3.98K	Hold	28	–	–	﹤0.01%	450
2023 Q1	$3.87K	Hold	28	–	–	﹤0.01%	456
2022 Q4	$3.93K	Hold	28	–	–	﹤0.01%	418
2022 Q3	$3K	Hold	28	–	–	﹤0.01%	470
2022 Q2	$4K	Hold	28	–	–	﹤0.01%	458
2022 Q1	$4K	Hold	28	–	–	﹤0.01%	480
2021 Q4	$4K	Hold	28	–	–	﹤0.01%	525
2021 Q3	$4K	Hold	28	–	–	﹤0.01%	533
2021 Q2	$4K	Hold	28	–	–	﹤0.01%	534
2021 Q1	$4K	Hold	28	–	–	﹤0.01%	514
2020 Q4	$3K	Buy	+28	New	+$3.15K	﹤0.01%	496

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

Clearview Wealth Advisors's VTV Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Vanguard Value ETF (VTV) in Q3 2023, closing a stake of 28 shares — an estimated $3.98K sold.

Clearview Wealth Advisors first reported a position in VTV in Q4 2020 and held it in 11 quarters. The position peaked at $4K in Q2 2022. 1,832 funds tracked by Wall St. Rank hold VTV as of Q3 2023.

Clearview Wealth Advisors reported no remaining Vanguard Value ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 28 Vanguard Value ETF shares in Q3 2023, an estimated $3.98K.
Clearview Wealth Advisors first reported a position in Vanguard Value ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Vanguard Value ETF position peaked at $4K in Q2 2022.
1,832 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.