Creative Planning
VRTV

Creative Planning’s VERITIV CORPORATION VRTV Stock Holding History

Creative Planning’s Portfolio VRTV Stock Details VRTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2
Closed -$271 – 2879
2023
Q1 		$271 Buy
+2
New +$256 ﹤0.01% 2609
2017
Q3 		– Sell
-184
Closed -$8K – 3910
2017
Q2 		$8K Sell
184
-9
-5% -$413 ﹤0.01% 3781
2017
Q1 		$10K Sell
193
-29
-13% -$1.6K ﹤0.01% 3612
2016
Q4 		$12K Sell
222
-5
-2% -$259 ﹤0.01% 3445
2016
Q3 		$11K Sell
227
-7
-3% -$324 ﹤0.01% 3472
2016
Q2 		$9K Buy
234
+10
+4% +$388 ﹤0.01% 3340
2016
Q1 		$8K Sell
224
-6
-3% -$198 ﹤0.01% 3358
2015
Q4 		$8K Buy
230
+4
+2% +$159 ﹤0.01% 3453
2015
Q3 		$8K Buy
+226
New +$8.28K ﹤0.01% 3373
2015
Q2 		– Sell
-354
Closed -$16K – 3206
2015
Q1 		$16K Buy
354
+17
+5% +$848 ﹤0.01% 2891
2014
Q4 		$17K Sell
337
-5
-1% -$240 ﹤0.01% 2785
2014
Q3 		$17K Buy
+342
New +$14.5K ﹤0.01% 2641

Other funds holding VRTV

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Creative Planning's VRTV Position: Q2 2023 in Review

Creative Planning sold out of VERITIV CORPORATION (VRTV) in Q2 2023, closing a stake of 2 shares — an estimated $271 sold.

Creative Planning first reported a position in VRTV in Q3 2014 and held it in 12 quarters. The position peaked at $17K in Q4 2014. 241 funds tracked by Wall St. Rank hold VRTV as of Q2 2023.

  • Creative Planning reported no remaining VERITIV CORPORATION position as of Q2 2023 after selling out during the quarter.
  • Creative Planning sold 2 VERITIV CORPORATION shares in Q2 2023, an estimated $271.
  • Creative Planning first reported a position in VERITIV CORPORATION in Q3 2014 and held it in 12 quarters.
  • Creative Planning's VERITIV CORPORATION position peaked at $17K in Q4 2014.
  • 241 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.