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Peachtree Investment Partners’s Vanguard Russell 1000 Value ETF VONV Stock Holding History

Peachtree Investment Partners’s Portfolio VONV Stock Details VONV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-41
Closed -$3K – 115
2021
Q4 		$3K Buy
+41
New +$2.95K ﹤0.01% 109

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Morgan Stanley
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Envestnet Asset Management
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UBS Group
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Janney Montgomery Scott
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Peachtree Investment Partners's VONV Position: Q1 2022 in Review

Peachtree Investment Partners sold out of Vanguard Russell 1000 Value ETF (VONV) in Q1 2022, closing a stake of 41 shares — an estimated $3K sold.

Peachtree Investment Partners first reported a position in VONV in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 279 funds tracked by Wall St. Rank hold VONV as of Q1 2022.

  • Peachtree Investment Partners reported no remaining Vanguard Russell 1000 Value ETF position as of Q1 2022 after selling out during the quarter.
  • Peachtree Investment Partners sold 41 Vanguard Russell 1000 Value ETF shares in Q1 2022, an estimated $3K.
  • Peachtree Investment Partners first reported a position in Vanguard Russell 1000 Value ETF in Q4 2021 and held it in 1 quarter.
  • Peachtree Investment Partners's Vanguard Russell 1000 Value ETF position peaked at $3K in Q4 2021.
  • 279 funds tracked by Wall St. Rank held Vanguard Russell 1000 Value ETF as of Q1 2022.

Based on Peachtree Investment Partners's 13F filing for Q1 2022, filed 8 Jun 2022.