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Comprehensive Financial Planning’s T. Rowe Price Value ETF TVAL Stock Holding History

Comprehensive Financial Planning’s Portfolio TVAL Stock Details TVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-61
Closed -$1.95K – 351
2025
Q1 		$1.95K Sell
61
-1
-2% -$32 ﹤0.01% 285
2024
Q4 		$1.9K Buy
+62
New +$2K ﹤0.01% 313

Other funds holding TVAL

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Comprehensive Financial Planning's TVAL Position: Q2 2025 in Review

Comprehensive Financial Planning sold out of T. Rowe Price Value ETF (TVAL) in Q2 2025, closing a stake of 61 shares — an estimated $1.95K sold.

Comprehensive Financial Planning first reported a position in TVAL in Q4 2024 and held it in 2 quarters. The position peaked at $1.95K in Q1 2025. 19 funds tracked by Wall St. Rank hold TVAL as of Q2 2025.

  • Comprehensive Financial Planning reported no remaining T. Rowe Price Value ETF position as of Q2 2025 after selling out during the quarter.
  • Comprehensive Financial Planning sold 61 T. Rowe Price Value ETF shares in Q2 2025, an estimated $1.95K.
  • Comprehensive Financial Planning first reported a position in T. Rowe Price Value ETF in Q4 2024 and held it in 2 quarters.
  • Comprehensive Financial Planning's T. Rowe Price Value ETF position peaked at $1.95K in Q1 2025.
  • 19 funds tracked by Wall St. Rank held T. Rowe Price Value ETF as of Q2 2025.

Based on Comprehensive Financial Planning's 13F filing for Q2 2025, filed 8 Aug 2025.