Landmark Wealth Management (New York)’s Vanguard Value ETF VTV Stock Holding History

Landmark Wealth Management (New York)’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 Q2	–	Sell	-381	Closed	-$381	–	180
2022 Q1	$381	Buy	+381	New	+$55.6K	﹤0.01%	142

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

Landmark Wealth Management (New York)'s VTV Position: Q2 2022 in Review

Landmark Wealth Management (New York) sold out of Vanguard Value ETF (VTV) in Q2 2022, closing a stake of 381 shares — an estimated $381 sold.

Landmark Wealth Management (New York) first reported a position in VTV in Q1 2022 and held it in 1 quarter. The position peaked at $381 in Q1 2022. 1,658 funds tracked by Wall St. Rank hold VTV as of Q2 2022.

Landmark Wealth Management (New York) reported no remaining Vanguard Value ETF position as of Q2 2022 after selling out during the quarter.
Landmark Wealth Management (New York) sold 381 Vanguard Value ETF shares in Q2 2022, an estimated $381.
Landmark Wealth Management (New York) first reported a position in Vanguard Value ETF in Q1 2022 and held it in 1 quarter.
Landmark Wealth Management (New York)'s Vanguard Value ETF position peaked at $381 in Q1 2022.
1,658 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2022.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2022, filed 21 Jul 2022.