Priebe Wealth Holdings’s Vanguard Morningstar Value ETF VTV Stock Holding History

Priebe Wealth Holdings’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
2025 Q2	–	Sell	-1,243	Closed	-$215K	–	77
2025 Q1	$215K	Hold	1,243	–	–	0.13%	72
2024 Q4	$210K	Hold	1,243	–	–	0.14%	64
2024 Q3	$217K	Buy	+1,243	New	+$208K	0.16%	57
2024 Q2	–	Sell	-1,243	Closed	-$202K	–	63
2024 Q1	$202K	Sell	1,243 -500	-29%	-$77.1K	0.16%	61
2023 Q4	$261K	Buy	+1,743	New	+$245K	0.21%	51

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 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Priebe Wealth Holdings's VTV Position: Q2 2025 in Review

Priebe Wealth Holdings sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2025, closing a stake of 1,243 shares — an estimated $215K sold.

Priebe Wealth Holdings first reported a position in VTV in Q4 2023 and held it in 5 quarters. The position peaked at $261K in Q4 2023. 2,408 funds tracked by Wall St. Rank hold VTV as of Q2 2025.

Priebe Wealth Holdings reported no remaining Vanguard Morningstar Value ETF position as of Q2 2025 after selling out during the quarter.
Priebe Wealth Holdings sold 1,243 Vanguard Morningstar Value ETF shares in Q2 2025, an estimated $215K.
Priebe Wealth Holdings first reported a position in Vanguard Morningstar Value ETF in Q4 2023 and held it in 5 quarters.
Priebe Wealth Holdings's Vanguard Morningstar Value ETF position peaked at $261K in Q4 2023.
2,408 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2025.

Based on Priebe Wealth Holdings's 13F filing for Q2 2025, filed 25 Jul 2025.