Miramar Capital’s Vanguard Value ETF VTV Stock Holding History

Miramar Capital’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
2023 Q2	–	Sell	-1,492	Closed	-$206K	–	91
2023 Q1	$206K	Buy	+1,492	New	+$209K	0.05%	77
2022 Q3	–	Sell	-1,555	Closed	-$205K	–	98
2022 Q2	$205K	Sell	1,555 -175	-10%	-$24.7K	0.06%	92
2022 Q1	$256K	Buy	+1,730	New	+$252K	0.07%	93

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Miramar Capital's VTV Position: Q2 2023 in Review

Miramar Capital sold out of Vanguard Value ETF (VTV) in Q2 2023, closing a stake of 1,492 shares — an estimated $206K sold.

Miramar Capital first reported a position in VTV in Q1 2022 and held it in 3 quarters. The position peaked at $256K in Q1 2022. 1,823 funds tracked by Wall St. Rank hold VTV as of Q2 2023.

Miramar Capital reported no remaining Vanguard Value ETF position as of Q2 2023 after selling out during the quarter.
Miramar Capital sold 1,492 Vanguard Value ETF shares in Q2 2023, an estimated $206K.
Miramar Capital first reported a position in Vanguard Value ETF in Q1 2022 and held it in 3 quarters.
Miramar Capital's Vanguard Value ETF position peaked at $256K in Q1 2022.
1,823 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2023.

Based on Miramar Capital's 13F filing for Q2 2023, filed 11 Aug 2023.