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Planning Capital Management Corporation’s Vanguard Morningstar Value ETF VTV Stock Holding History

Planning Capital Management Corporation’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
Q1 		– Sell
-12
Closed -$1.79K – 709
2023
Q4 		$1.79K Buy
+12
New +$1.69K ﹤0.01% 569

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TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Planning Capital Management Corporation's VTV Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2024, closing a stake of 12 shares — an estimated $1.79K sold.

Planning Capital Management Corporation first reported a position in VTV in Q4 2023 and held it in 1 quarter. The position peaked at $1.79K in Q4 2023. 2,058 funds tracked by Wall St. Rank hold VTV as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining Vanguard Morningstar Value ETF position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 12 Vanguard Morningstar Value ETF shares in Q1 2024, an estimated $1.79K.
  • Planning Capital Management Corporation first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's Vanguard Morningstar Value ETF position peaked at $1.79K in Q4 2023.
  • 2,058 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.