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FinDec Wealth Services’s Vanguard Value ETF VTV Stock Holding History

FinDec Wealth Services’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
2023
Q1 		– Sell
-1,673
Closed -$235K – 44
2022
Q4 		$235K Buy
+1,673
New +$230K 0.19% 37

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UBS Group
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Betterment LLC
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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TF
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FinDec Wealth Services's VTV Position: Q1 2023 in Review

FinDec Wealth Services sold out of Vanguard Value ETF (VTV) in Q1 2023, closing a stake of 1,673 shares — an estimated $235K sold.

FinDec Wealth Services first reported a position in VTV in Q4 2022 and held it in 1 quarter. The position peaked at $235K in Q4 2022. 1,793 funds tracked by Wall St. Rank hold VTV as of Q1 2023.

  • FinDec Wealth Services reported no remaining Vanguard Value ETF position as of Q1 2023 after selling out during the quarter.
  • FinDec Wealth Services sold 1,673 Vanguard Value ETF shares in Q1 2023, an estimated $235K.
  • FinDec Wealth Services first reported a position in Vanguard Value ETF in Q4 2022 and held it in 1 quarter.
  • FinDec Wealth Services's Vanguard Value ETF position peaked at $235K in Q4 2022.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2023.

Based on FinDec Wealth Services's 13F filing for Q1 2023, filed 10 May 2023.