FFA
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Freedman Financial Associates’s Vanguard Value ETF VTV Stock Holding History

Freedman Financial Associates’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
Q2 		– Sell
-260
Closed -$38K – 421
2022
Q1 		$38K Hold
260
– – 0.03% 237
2021
Q4 		$38K Hold
260
– – 0.03% 235
2021
Q3 		$35K Hold
260
– – 0.03% 239
2021
Q2 		$36K Hold
260
– – 0.03% 228
2021
Q1 		$34K Buy
260
+39
+18% +$4.89K 0.03% 245
2020
Q4 		$26K Buy
+221
New +$24.8K 0.02% 265

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Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Freedman Financial Associates's VTV Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Value ETF (VTV) in Q2 2022, closing a stake of 260 shares — an estimated $38K sold.

Freedman Financial Associates first reported a position in VTV in Q4 2020 and held it in 6 quarters. The position peaked at $38K in Q1 2022. 1,657 funds tracked by Wall St. Rank hold VTV as of Q2 2022.

  • Freedman Financial Associates reported no remaining Vanguard Value ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 260 Vanguard Value ETF shares in Q2 2022, an estimated $38K.
  • Freedman Financial Associates first reported a position in Vanguard Value ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Vanguard Value ETF position peaked at $38K in Q1 2022.
  • 1,657 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.