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ORG Wealth Partners’s Vanguard Morningstar 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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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

ORG Wealth Partners sold out of Vanguard Morningstar 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. 2,369 funds tracked by Wall St. Rank hold VTV as of Q4 2024.

  • ORG Wealth Partners reported no remaining Vanguard Morningstar Value ETF position as of Q4 2024 after selling out during the quarter.
  • ORG Wealth Partners sold 48 Vanguard Morningstar Value ETF shares in Q4 2024, an estimated $8.46K.
  • ORG Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q3 2024 and held it in 1 quarter.
  • ORG Wealth Partners's Vanguard Morningstar Value ETF position peaked at $8.46K in Q3 2024.
  • 2,369 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2024.

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