LFA
VRTV

Legend Financial Advisors’s VERITIV CORPORATION VRTV Stock Holding History

Legend Financial Advisors’s Portfolio VRTV Stock Details VRTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,350
Closed -$1.41M – 206
2023
Q3 		$1.41M Buy
8,350
+32
+0.4% +$4.96K 1.2% 16
2023
Q2 		$1.04M Buy
8,318
+10
+0.1% +$1.17K 0.87% 16
2023
Q1 		$1.12M Buy
8,308
+373
+5% +$47.8K 0.94% 17
2022
Q4 		$966K Hold
7,935
– – 0.84% 18
2022
Q3 		$776K Sell
7,935
-507
-6% -$60.3K 0.73% 18
2022
Q2 		$916K Sell
8,442
-6,865
-45% -$934K 0.95% 16
2022
Q1 		$1.37M Buy
15,307
+242
+2% +$26.4K 0.87% 14
2021
Q4 		$1.85M Sell
15,065
-242
-2% -$29.1K 1.29% 16
2021
Q3 		$1.37M Buy
15,307
+984
+7% +$75.2K 0.87% 14
2021
Q2 		$880K Buy
+14,323
New +$748K 0.57% 18

Other funds holding VRTV

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Legend Financial Advisors's VRTV Position: Q4 2023 in Review

Legend Financial Advisors sold out of VERITIV CORPORATION (VRTV) in Q4 2023, closing a stake of 8,350 shares — an estimated $1.41M sold.

Legend Financial Advisors first reported a position in VRTV in Q2 2021 and held it in 10 quarters. The position peaked at $1.85M in Q4 2021. 3 funds tracked by Wall St. Rank hold VRTV as of Q4 2023.

  • Legend Financial Advisors reported no remaining VERITIV CORPORATION position as of Q4 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 8,350 VERITIV CORPORATION shares in Q4 2023, an estimated $1.41M.
  • Legend Financial Advisors first reported a position in VERITIV CORPORATION in Q2 2021 and held it in 10 quarters.
  • Legend Financial Advisors's VERITIV CORPORATION position peaked at $1.85M in Q4 2021.
  • 3 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2023.

Based on Legend Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.