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LM Advisors’s Vanguard Value ETF VTV Stock Holding History

LM Advisors’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
2026
Q1 		$16.9K Buy
3,303
+104
+3% +$20.8K 0.27% 71
2025
Q4 		$16.7K Sell
3,199
-13,893
-81% -$2.61M 0.3% 70
2025
Q3 		$3.19M Sell
17,092
-102
-0.6% -$18.5K 0.46% 46
2025
Q2 		$3.04M Sell
17,194
-38
-0.2% -$6.42K 0.39% 41
2025
Q1 		$2.98M Sell
17,232
-70
-0.4% -$12.2K 0.54% 37
2024
Q4 		$2.93M Buy
17,302
+3,816
+28% +$670K 0.52% 38
2024
Q3 		$2.12M Sell
13,486
-3,687
-21% -$617K 0.43% 46
2024
Q2 		$2.54M Buy
17,173
+64
+0.4% +$10.2K ﹤0.01% 59
2024
Q1 		$2.57M Sell
17,109
-3,016
-15% -$465K 0.41% 49
2023
Q4 		$3.01M Buy
+20,125
New +$2.83M 0.61% 34

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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM