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Family Legacy Financial Solutions’s Vanguard Morningstar Value ETF VTV Stock Holding History

Family Legacy Financial Solutions’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
Q4 		– Sell
-217
Closed -$40.5K – 232
2025
Q3 		$40.5K Buy
+217
New +$39.3K 0.03% 103

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UBS Group
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LPL Financial
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Raymond James Financial
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EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Family Legacy Financial Solutions's VTV Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2025, closing a stake of 217 shares — an estimated $40.5K sold.

Family Legacy Financial Solutions first reported a position in VTV in Q3 2025 and held it in 1 quarter. The position peaked at $40.5K in Q3 2025. 2,668 funds tracked by Wall St. Rank hold VTV as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Vanguard Morningstar Value ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 217 Vanguard Morningstar Value ETF shares in Q4 2025, an estimated $40.5K.
  • Family Legacy Financial Solutions first reported a position in Vanguard Morningstar Value ETF in Q3 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Vanguard Morningstar Value ETF position peaked at $40.5K in Q3 2025.
  • 2,668 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.