Hall Private Wealth Advisors’s Vanguard Morningstar 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 Morningstar 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. 1,834 funds tracked by Wall St. Rank hold VTV as of Q3 2023.

  • Hall Private Wealth Advisors held 47,293 shares of Vanguard Morningstar Value ETF worth $6.52M as of Q3 2023.
  • Hall Private Wealth Advisors bought 5,113 Vanguard Morningstar Value ETF shares in Q3 2023, an estimated $733K.
  • Vanguard Morningstar 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 Morningstar Value ETF in Q4 2022 and has held it in 4 quarters since.
  • 1,834 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2023.

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