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Great Diamond Partners’s Vanguard Value ETF VTV Stock Holding History

Great Diamond Partners’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
2024
Q1 		– Sell
-1,583
Closed -$237K – 243
2023
Q4 		$237K Hold
1,583
– – 0.06% 205
2023
Q3 		$218K Buy
+1,583
New +$227K 0.06% 210

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Great Diamond Partners's VTV Position: Q1 2024 in Review

Great Diamond Partners sold out of Vanguard Value ETF (VTV) in Q1 2024, closing a stake of 1,583 shares — an estimated $237K sold.

Great Diamond Partners first reported a position in VTV in Q3 2023 and held it in 2 quarters. The position peaked at $237K in Q4 2023. 2,057 funds tracked by Wall St. Rank hold VTV as of Q1 2024.

  • Great Diamond Partners reported no remaining Vanguard Value ETF position as of Q1 2024 after selling out during the quarter.
  • Great Diamond Partners sold 1,583 Vanguard Value ETF shares in Q1 2024, an estimated $237K.
  • Great Diamond Partners first reported a position in Vanguard Value ETF in Q3 2023 and held it in 2 quarters.
  • Great Diamond Partners's Vanguard Value ETF position peaked at $237K in Q4 2023.
  • 2,057 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2024.

Based on Great Diamond Partners's 13F filing for Q1 2024, filed 8 May 2024.