IMA Advisory Services’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
2022
Q4
Sell
-13
Closed -$2K 415
2022
Q3
$2K Hold
13
﹤0.01% 303
2022
Q2
$2K Buy
+13
New +$1.83K ﹤0.01% 308

Other funds holding VTV

IMA Advisory Services's VTV Position: Q4 2022 in Review

IMA Advisory Services sold out of Vanguard Value ETF (VTV) in Q4 2022, closing a stake of 13 shares — an estimated $2K sold.

IMA Advisory Services first reported a position in VTV in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 1,826 funds tracked by Wall St. Rank hold VTV as of Q4 2022.

  • IMA Advisory Services reported no remaining Vanguard Value ETF position as of Q4 2022 after selling out during the quarter.
  • IMA Advisory Services sold 13 Vanguard Value ETF shares in Q4 2022, an estimated $2K.
  • IMA Advisory Services first reported a position in Vanguard Value ETF in Q2 2022 and held it in 2 quarters.
  • IMA Advisory Services's Vanguard Value ETF position peaked at $2K in Q3 2022.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2022.

Based on IMA Advisory Services's 13F filing for Q4 2022, filed 16 Feb 2023.