Financial Synergies Wealth Advisors’s VERITIV CORPORATION VRTV Stock Holding History

Financial Synergies Wealth Advisors’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
2024 Q1	–	Sell	-14	Closed	-$1.7K	–	567
2023 Q4	$1.7K	Hold	14	–	–	﹤0.01%	260
2023 Q3	$2.37K	Hold	14	–	–	﹤0.01%	290
2023 Q2	$1.76K	Hold	14	–	–	﹤0.01%	305
2023 Q1	$1.89K	Hold	14	–	–	﹤0.01%	301
2022 Q4	$1.7K	Hold	14	–	–	﹤0.01%	260
2022 Q3	$1.37K	Hold	14	–	–	﹤0.01%	258
2022 Q2	$1.52K	Buy	+14	New	+$1.91K	﹤0.01%	271

Other funds holding VRTV

ACA

American Capital Advisory Ketchum, Idaho $275M AUM 22.21% 1-Year Est. Return

Financial Synergies Wealth Advisors's VRTV Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of VERITIV CORPORATION (VRTV) in Q1 2024, closing a stake of 14 shares — an estimated $1.7K sold.

Financial Synergies Wealth Advisors first reported a position in VRTV in Q2 2022 and held it in 7 quarters. The position peaked at $2.37K in Q3 2023. 1 fund tracked by Wall St. Rank holds VRTV as of Q1 2024.

Financial Synergies Wealth Advisors reported no remaining VERITIV CORPORATION position as of Q1 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 14 VERITIV CORPORATION shares in Q1 2024, an estimated $1.7K.
Financial Synergies Wealth Advisors first reported a position in VERITIV CORPORATION in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's VERITIV CORPORATION position peaked at $2.37K in Q3 2023.
1 fund tracked by Wall St. Rank held VERITIV CORPORATION as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.