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Mine & Arao Wealth Creation & Management’s Vanguard Value ETF VTV Stock Holding History

Mine & Arao Wealth Creation & Management’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
2024
Q2 		– Sell
-3
Closed -$489 – 359
2024
Q1 		$489 Buy
+3
New +$462 ﹤0.01% 330

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's VTV Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Vanguard Value ETF (VTV) in Q2 2024, closing a stake of 3 shares — an estimated $489 sold.

Mine & Arao Wealth Creation & Management first reported a position in VTV in Q1 2024 and held it in 1 quarter. The position peaked at $489 in Q1 2024. 2,059 funds tracked by Wall St. Rank hold VTV as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Vanguard Value ETF position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 3 Vanguard Value ETF shares in Q2 2024, an estimated $489.
  • Mine & Arao Wealth Creation & Management first reported a position in Vanguard Value ETF in Q1 2024 and held it in 1 quarter.
  • Mine & Arao Wealth Creation & Management's Vanguard Value ETF position peaked at $489 in Q1 2024.
  • 2,059 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.