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Investment House LLC’s Vanguard Value ETF VTV Stock Holding History

Investment House LLC’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
-32,230
Closed -$3.98M – 182
2022
Q3 		$3.98M Buy
+32,230
New +$4.36M 0.37% 64

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Investment House LLC's VTV Position: Q4 2022 in Review

Investment House LLC sold out of Vanguard Value ETF (VTV) in Q4 2022, closing a stake of 32,230 shares — an estimated $3.98M sold.

Investment House LLC first reported a position in VTV in Q3 2022 and held it in 1 quarter. The position peaked at $3.98M in Q3 2022. 1,826 funds tracked by Wall St. Rank hold VTV as of Q4 2022.

  • Investment House LLC reported no remaining Vanguard Value ETF position as of Q4 2022 after selling out during the quarter.
  • Investment House LLC sold 32,230 Vanguard Value ETF shares in Q4 2022, an estimated $3.98M.
  • Investment House LLC first reported a position in Vanguard Value ETF in Q3 2022 and held it in 1 quarter.
  • Investment House LLC's Vanguard Value ETF position peaked at $3.98M in Q3 2022.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2022.

Based on Investment House LLC's 13F filing for Q4 2022, filed 7 Feb 2023.