MFG
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Monumental Financial Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Monumental 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
2023
Q2 		– Sell
-136
Closed -$19K – 87
2023
Q1 		$19K Buy
+136
New +$19.1K 0.01% 71
2022
Q2 		– Sell
-52
Closed -$8K – 66
2022
Q1 		$8K Buy
+52
New +$7.59K 0.01% 48

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Monumental Financial Group's VTV Position: Q2 2023 in Review

Monumental Financial Group sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2023, closing a stake of 136 shares — an estimated $19K sold.

Monumental Financial Group first reported a position in VTV in Q1 2022 and held it in 2 quarters. The position peaked at $19K in Q1 2023. 1,825 funds tracked by Wall St. Rank hold VTV as of Q2 2023.

  • Monumental Financial Group reported no remaining Vanguard Morningstar Value ETF position as of Q2 2023 after selling out during the quarter.
  • Monumental Financial Group sold 136 Vanguard Morningstar Value ETF shares in Q2 2023, an estimated $19K.
  • Monumental Financial Group first reported a position in Vanguard Morningstar Value ETF in Q1 2022 and held it in 2 quarters.
  • Monumental Financial Group's Vanguard Morningstar Value ETF position peaked at $19K in Q1 2023.
  • 1,825 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.