Hall Private Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$6.52M Buy
47,293
+5,113
+12% +$733K 4.38% 9
2023
Q2
$5.99M Buy
42,180
+2,572
+6% +$357K 3.24% 13
2023
Q1
$5.47M Buy
39,608
+6,565
+20% +$921K 2.85% 15
2022
Q4
$4.64M Buy
+33,043
New +$4.55M 2.64% 15

Other funds holding VTV

Hall Private Wealth Advisors's VTV Position: Q3 2023 in Review

Hall Private Wealth Advisors increased its Vanguard Value ETF (VTV) stake by 12% in Q3 2023, buying an estimated $733K and bringing the position to 47,293 shares worth $6.52M. The position accounts for 4.38% of the portfolio, ranked #9.

Hall Private Wealth Advisors first reported a position in VTV in Q4 2022 and has held it in 4 quarters since. 1,832 funds tracked by Wall St. Rank hold VTV as of Q3 2023.

  • Hall Private Wealth Advisors held 47,293 shares of Vanguard Value ETF worth $6.52M as of Q3 2023.
  • Hall Private Wealth Advisors bought 5,113 Vanguard Value ETF shares in Q3 2023, an estimated $733K.
  • Vanguard Value ETF made up 4.38% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #9 holding.
  • Hall Private Wealth Advisors first reported a position in Vanguard Value ETF in Q4 2022 and has held it in 4 quarters since.
  • 1,832 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.