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ORG Wealth Partners’s Vanguard Value ETF VTV Stock Holding History

ORG Wealth Partners’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
Q4 		– Sell
-48
Closed -$8.46K – 545
2024
Q3 		$8.46K Buy
+48
New +$8.04K ﹤0.01% 377

Other funds holding VTV

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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

ORG Wealth Partners's VTV Position: Q4 2024 in Review

ORG Wealth Partners sold out of Vanguard Value ETF (VTV) in Q4 2024, closing a stake of 48 shares — an estimated $8.46K sold.

ORG Wealth Partners first reported a position in VTV in Q3 2024 and held it in 1 quarter. The position peaked at $8.46K in Q3 2024. 2,362 funds tracked by Wall St. Rank hold VTV as of Q4 2024.

  • ORG Wealth Partners reported no remaining Vanguard Value ETF position as of Q4 2024 after selling out during the quarter.
  • ORG Wealth Partners sold 48 Vanguard Value ETF shares in Q4 2024, an estimated $8.46K.
  • ORG Wealth Partners first reported a position in Vanguard Value ETF in Q3 2024 and held it in 1 quarter.
  • ORG Wealth Partners's Vanguard Value ETF position peaked at $8.46K in Q3 2024.
  • 2,362 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2024.

Based on ORG Wealth Partners's 13F filing for Q4 2024, filed 10 Jan 2025.