Gibson Wealth Advisors’s Vanguard Morningstar 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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

Gibson Wealth Advisors sold out of Vanguard Morningstar 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. 1,827 funds tracked by Wall St. Rank hold VTV as of Q4 2022.

Gibson Wealth Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q4 2022 after selling out during the quarter.
Gibson Wealth Advisors sold 377 Vanguard Morningstar Value ETF shares in Q4 2022, an estimated $47K.
Gibson Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and held it in 4 quarters.
Gibson Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $56K in Q1 2022.
1,827 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2022.

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