Human Investing’s Vanguard Value ETF VTV Stock Holding History

Human Investing’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 Q3	–	Sell	-1,509	Closed	-$199K	–	125
2022 Q2	$199K	Buy	+1,509	New	+$213K	0.05%	113
2021 Q2	–	Sell	-261	Closed	-$34K	–	289
2021 Q1	$34K	Sell	261 -2,374	-90%	-$298K	0.01%	178
2020 Q4	$313K	Buy	2,635 +2,374	+910%	+$267K	0.09%	99
2020 Q3	$27K	Hold	261	–	–	0.01%	186
2020 Q2	$26K	Buy	+261	New	+$25.6K	0.01%	177
2020 Q1	–	Sell	-1,494	Closed	-$179K	–	387
2019 Q4	$179K	Buy	+1,494	New	+$172K	0.06%	116

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Human Investing's VTV Position: Q3 2022 in Review

Human Investing sold out of Vanguard Value ETF (VTV) in Q3 2022, closing a stake of 1,509 shares — an estimated $199K sold.

Human Investing first reported a position in VTV in Q4 2019 and held it in 6 quarters. The position peaked at $313K in Q4 2020. 1,643 funds tracked by Wall St. Rank hold VTV as of Q3 2022.

Human Investing reported no remaining Vanguard Value ETF position as of Q3 2022 after selling out during the quarter.
Human Investing sold 1,509 Vanguard Value ETF shares in Q3 2022, an estimated $199K.
Human Investing first reported a position in Vanguard Value ETF in Q4 2019 and held it in 6 quarters.
Human Investing's Vanguard Value ETF position peaked at $313K in Q4 2020.
1,643 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2022.

Based on Human Investing's 13F filing for Q3 2022, filed 31 Oct 2022.