Personal Wealth Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

Personal 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
2022 Q2	–	Sell	-2,562	Closed	-$379K	–	69
2022 Q1	$379K	Buy	+2,562	New	+$374K	0.17%	56
2020 Q1	–	Sell	-207	Closed	-$25K	–	604
2019 Q4	$25K	Sell	207 -2,845	-93%	-$328K	0.01%	184
2019 Q3	$341K	Hold	3,052	–	–	0.16%	50
2019 Q2	$339K	Sell	3,052 -56	-2%	-$6.11K	0.16%	45
2019 Q1	$335K	Buy	+3,108	New	+$327K	0.18%	45

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Personal Wealth Partners's VTV Position: Q2 2022 in Review

Personal Wealth Partners sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2022, closing a stake of 2,562 shares — an estimated $379K sold.

Personal Wealth Partners first reported a position in VTV in Q1 2019 and held it in 5 quarters. The position peaked at $379K in Q1 2022. 1,660 funds tracked by Wall St. Rank hold VTV as of Q2 2022.

Personal Wealth Partners reported no remaining Vanguard Morningstar Value ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 2,562 Vanguard Morningstar Value ETF shares in Q2 2022, an estimated $379K.
Personal Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q1 2019 and held it in 5 quarters.
Personal Wealth Partners's Vanguard Morningstar Value ETF position peaked at $379K in Q1 2022.
1,660 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.