Ground Swell Capital’s Vanguard Value ETF VTV Stock Holding History

Ground Swell 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
2022 Q4	–	Sell	-3,013	Closed	-$372K	–	142
2022 Q3	$372K	Buy	+3,013	New	+$407K	1.06%	21

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

Ground Swell Capital's VTV Position: Q4 2022 in Review

Ground Swell Capital sold out of Vanguard Value ETF (VTV) in Q4 2022, closing a stake of 3,013 shares — an estimated $372K sold.

Ground Swell Capital first reported a position in VTV in Q3 2022 and held it in 1 quarter. The position peaked at $372K in Q3 2022. 1,826 funds tracked by Wall St. Rank hold VTV as of Q4 2022.

Ground Swell Capital reported no remaining Vanguard Value ETF position as of Q4 2022 after selling out during the quarter.
Ground Swell Capital sold 3,013 Vanguard Value ETF shares in Q4 2022, an estimated $372K.
Ground Swell Capital first reported a position in Vanguard Value ETF in Q3 2022 and held it in 1 quarter.
Ground Swell Capital's Vanguard Value ETF position peaked at $372K in Q3 2022.
1,826 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2022.

Based on Ground Swell Capital's 13F filing for Q4 2022, filed 14 Feb 2023.