Clearview Wealth Advisors’s Vanguard Morningstar 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 $1.55T 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 22.96% 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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Clearview Wealth Advisors sold out of Vanguard Morningstar 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. 1,834 funds tracked by Wall St. Rank hold VTV as of Q3 2023.

Clearview Wealth Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 28 Vanguard Morningstar Value ETF shares in Q3 2023, an estimated $3.98K.
Clearview Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $4K in Q2 2022.
1,834 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2023.

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