Fure Financial Corporation’s Vanguard Value ETF VTV Stock Holding History

Fure Financial Corporation’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 Q3	$6.38M	Buy	51,648 +1,500	+3%	+$203K	5.22%	4
2022 Q2	$6.61M	Buy	+50,148	New	+$7.07M	3.91%	12
2022 Q1	–	Sell	-1,204	Closed	-$177K	–	85
2021 Q4	$177K	Hold	1,204	–	–	0.12%	29
2021 Q3	$162K	Sell	1,204 -65,991	-98%	-$9.19M	0.11%	25
2021 Q2	$9.24M	Buy	+67,195	New	+$9.23M	6.71%	5

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fure Financial Corporation's VTV Position: Q3 2022 in Review

Fure Financial Corporation increased its Vanguard Value ETF (VTV) stake by 3% in Q3 2022, buying an estimated $203K and bringing the position to 51,648 shares worth $6.38M. The position accounts for 5.22% of the portfolio, ranked #4.

Fure Financial Corporation first reported a position in VTV in Q2 2021 and has held it in 5 quarters since. The position peaked at $9.24M in Q2 2021. 1,643 funds tracked by Wall St. Rank hold VTV as of Q3 2022.

Fure Financial Corporation held 51,648 shares of Vanguard Value ETF worth $6.38M as of Q3 2022.
Fure Financial Corporation bought 1,500 Vanguard Value ETF shares in Q3 2022, an estimated $203K.
Vanguard Value ETF made up 5.22% of Fure Financial Corporation's portfolio in Q3 2022, its #4 holding.
Fure Financial Corporation first reported a position in Vanguard Value ETF in Q2 2021 and has held it in 5 quarters since.
Fure Financial Corporation's Vanguard Value ETF position peaked at $9.24M in Q2 2021.
1,643 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2022.

Based on Fure Financial Corporation's 13F filing for Q3 2022, filed 9 Nov 2022.