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FinDec Wealth Services’s Vanguard Morningstar 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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FinDec Wealth Services's VTV Position: Q1 2023 in Review

FinDec Wealth Services sold out of Vanguard Morningstar 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. 1,798 funds tracked by Wall St. Rank hold VTV as of Q1 2023.

  • FinDec Wealth Services reported no remaining Vanguard Morningstar Value ETF position as of Q1 2023 after selling out during the quarter.
  • FinDec Wealth Services sold 1,673 Vanguard Morningstar Value ETF shares in Q1 2023, an estimated $235K.
  • FinDec Wealth Services first reported a position in Vanguard Morningstar Value ETF in Q4 2022 and held it in 1 quarter.
  • FinDec Wealth Services's Vanguard Morningstar Value ETF position peaked at $235K in Q4 2022.
  • 1,798 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2023.

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