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Leverty Financial Group’s Vanguard Value ETF VTV Stock Holding History

Leverty Financial Group’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
Q1 		– Sell
-100
Closed -$14K – 124
2021
Q4 		$14K Buy
+100
New +$14.3K 0.01% 89

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Leverty Financial Group's VTV Position: Q1 2022 in Review

Leverty Financial Group sold out of Vanguard Value ETF (VTV) in Q1 2022, closing a stake of 100 shares — an estimated $14K sold.

Leverty Financial Group first reported a position in VTV in Q4 2021 and held it in 1 quarter. The position peaked at $14K in Q4 2021. 1,646 funds tracked by Wall St. Rank hold VTV as of Q1 2022.

  • Leverty Financial Group reported no remaining Vanguard Value ETF position as of Q1 2022 after selling out during the quarter.
  • Leverty Financial Group sold 100 Vanguard Value ETF shares in Q1 2022, an estimated $14K.
  • Leverty Financial Group first reported a position in Vanguard Value ETF in Q4 2021 and held it in 1 quarter.
  • Leverty Financial Group's Vanguard Value ETF position peaked at $14K in Q4 2021.
  • 1,646 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2022.

Based on Leverty Financial Group's 13F filing for Q1 2022, filed 20 Apr 2022.