Gibson Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Gibson Wealth Advisors’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 Q4	–	Sell	-377	Closed	-$47K	–	131
2022 Q3	$47K	Hold	377	–	–	0.05%	51
2022 Q2	$50K	Hold	377	–	–	0.06%	47
2022 Q1	$56K	Hold	377	–	–	0.06%	44
2021 Q4	$55K	Buy	+377	New	+$53.8K	0.06%	39

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

Gibson Wealth Advisors's VTV Position: Q4 2022 in Review

Gibson Wealth Advisors sold out of Vanguard Value ETF (VTV) in Q4 2022, closing a stake of 377 shares — an estimated $47K sold.

Gibson Wealth Advisors first reported a position in VTV in Q4 2021 and held it in 4 quarters. The position peaked at $56K in Q1 2022. 1,826 funds tracked by Wall St. Rank hold VTV as of Q4 2022.

Gibson Wealth Advisors reported no remaining Vanguard Value ETF position as of Q4 2022 after selling out during the quarter.
Gibson Wealth Advisors sold 377 Vanguard Value ETF shares in Q4 2022, an estimated $47K.
Gibson Wealth Advisors first reported a position in Vanguard Value ETF in Q4 2021 and held it in 4 quarters.
Gibson Wealth Advisors's Vanguard Value ETF position peaked at $56K in Q1 2022.
1,826 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.