DeDora Capital’s Vanguard Value ETF VTV Stock Holding History

DeDora Capital’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
2022 Q2	–	Sell	-95	Closed	-$14K	–	386
2022 Q1	$14K	Buy	+95	New	+$13.9K	0.01%	283
2020 Q1	–	Sell	-95	Closed	-$11K	–	122
2019 Q4	$11K	Buy	+95	New	+$11K	0.01%	110

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DeDora Capital's VTV Position: Q2 2022 in Review

DeDora Capital sold out of Vanguard Value ETF (VTV) in Q2 2022, closing a stake of 95 shares — an estimated $14K sold.

DeDora Capital first reported a position in VTV in Q4 2019 and held it in 2 quarters. The position peaked at $14K in Q1 2022. 1,657 funds tracked by Wall St. Rank hold VTV as of Q2 2022.

DeDora Capital reported no remaining Vanguard Value ETF position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 95 Vanguard Value ETF shares in Q2 2022, an estimated $14K.
DeDora Capital first reported a position in Vanguard Value ETF in Q4 2019 and held it in 2 quarters.
DeDora Capital's Vanguard Value ETF position peaked at $14K in Q1 2022.
1,657 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.