Gould Capital’s Vanguard Value ETF VTV Stock Holding History

Gould Capital’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 Q2	–	Sell	-60	Closed	-$8.29K	–	203
2023 Q1	$8.29K	Hold	60	–	–	0.01%	151
2022 Q4	$8.42K	Hold	60	–	–	0.01%	154
2022 Q3	$7K	Sell	60 -24	-29%	-$3.24K	0.01%	154
2022 Q2	$11K	Buy	84 +24	+40%	+$3.38K	0.01%	142
2022 Q1	$9K	Sell	60 -129	-68%	-$18.8K	0.01%	150
2021 Q4	$28K	Buy	+189	New	+$27K	0.02%	109

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

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

Gould Capital's VTV Position: Q2 2023 in Review

Gould Capital sold out of Vanguard Value ETF (VTV) in Q2 2023, closing a stake of 60 shares — an estimated $8.29K sold.

Gould Capital first reported a position in VTV in Q4 2021 and held it in 6 quarters. The position peaked at $28K in Q4 2021. 1,823 funds tracked by Wall St. Rank hold VTV as of Q2 2023.

Gould Capital reported no remaining Vanguard Value ETF position as of Q2 2023 after selling out during the quarter.
Gould Capital sold 60 Vanguard Value ETF shares in Q2 2023, an estimated $8.29K.
Gould Capital first reported a position in Vanguard Value ETF in Q4 2021 and held it in 6 quarters.
Gould Capital's Vanguard Value ETF position peaked at $28K in Q4 2021.
1,823 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2023.

Based on Gould Capital's 13F filing for Q2 2023, filed 14 Aug 2023.