Doyle Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Doyle Wealth Management’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 Q3	$1.3M	Buy	10,542 +1,269	+14%	+$172K	0.11%	90
2022 Q2	$1.22M	Buy	9,273 +573	+7%	+$80.8K	0.1%	96
2022 Q1	$1.29M	Buy	8,700 +650	+8%	+$94.8K	0.09%	104
2021 Q4	$1.18M	Buy	8,050 +794	+11%	+$113K	0.09%	103
2021 Q3	$982K	Buy	7,256 +1,636	+29%	+$228K	0.08%	111
2021 Q2	$773K	Buy	5,620 +182	+3%	+$25K	0.06%	119
2021 Q1	$715K	Sell	5,438 -256	-4%	-$32.1K	0.07%	117
2020 Q4	$677K	Sell	5,694 -40	-0.7%	-$4.5K	0.07%	117
2020 Q3	$599K	Sell	5,734 -246	-4%	-$25.8K	0.07%	112
2020 Q2	$596K	Sell	5,980 -42	-0.7%	-$4.12K	0.08%	105
2020 Q1	$536K	Buy	6,022 +305	+5%	+$33.5K	0.09%	98
2019 Q4	$685K	Buy	5,717 +313	+6%	+$36.1K	0.09%	102
2019 Q3	$603K	Buy	5,404 +229	+4%	+$25.3K	0.08%	103
2019 Q2	$574K	Sell	5,175 -80	-2%	-$8.73K	0.08%	105
2019 Q1	$573K	Sell	5,255 -3,183	-38%	-$335K	0.08%	102
2018 Q4	$827K	Sell	8,438 -239	-3%	-$25.1K	0.14%	75
2018 Q3	$960K	Buy	8,677 +237	+3%	+$25.9K	0.15%	74
2018 Q2	$876K	Sell	8,440 -39	-0.5%	-$4.08K	0.14%	76
2018 Q1	$875K	Buy	8,479 +188	+2%	+$20.2K	0.15%	71
2017 Q4	$882K	Sell	8,291 -436	-5%	-$45K	0.15%	71
2017 Q3	$871K	Buy	8,727 +331	+4%	+$32.4K	0.15%	67
2017 Q2	$811K	Buy	8,396 +387	+5%	+$37K	0.15%	67
2017 Q1	$764K	Buy	+8,009	New	+$762K	0.16%	65

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

Doyle Wealth Management's VTV Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard Value ETF (VTV) stake by 14% in Q3 2022, buying an estimated $172K and bringing the position to 10,542 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #90.

Doyle Wealth Management first reported a position in VTV in Q1 2017 and has held it in 23 quarters since. 1,643 funds tracked by Wall St. Rank hold VTV as of Q3 2022.

Doyle Wealth Management held 10,542 shares of Vanguard Value ETF worth $1.3M as of Q3 2022.
Doyle Wealth Management bought 1,269 Vanguard Value ETF shares in Q3 2022, an estimated $172K.
Vanguard Value ETF made up 0.11% of Doyle Wealth Management's portfolio in Q3 2022, its #90 holding.
Doyle Wealth Management first reported a position in Vanguard Value ETF in Q1 2017 and has held it in 23 quarters since.
1,643 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.