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Columbia River Financial Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Columbia River Financial Group’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
2025
Q2 		– Sell
-452
Closed -$78K – 115
2025
Q1 		$78K Buy
+452
New +$78.8K 0.05% 73

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Columbia River Financial Group's VTV Position: Q2 2025 in Review

Columbia River Financial Group sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2025, closing a stake of 452 shares — an estimated $78K sold.

Columbia River Financial Group first reported a position in VTV in Q1 2025 and held it in 1 quarter. The position peaked at $78K in Q1 2025. 2,410 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

  • Columbia River Financial Group reported no remaining Vanguard Morningstar Value ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 452 Vanguard Morningstar Value ETF shares in Q2 2025, an estimated $78K.
  • Columbia River Financial Group first reported a position in Vanguard Morningstar Value ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's Vanguard Morningstar Value ETF position peaked at $78K in Q1 2025.
  • 2,410 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.