PFA
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Professional Financial Advisors’s Vanguard Value ETF VTV Stock Holding History

Professional Financial Advisors’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
Q4 		– Sell
-390
Closed -$48K – 458
2022
Q3 		$48K Buy
390
+19
+5% +$2.57K 0.03% 143
2022
Q2 		$49K Buy
371
+151
+69% +$21.3K 0.03% 148
2022
Q1 		$32K Buy
220
+1
+0.5% +$146 0.01% 185
2021
Q4 		$32K Buy
219
+2
+0.9% +$286 0.01% 206
2021
Q3 		$29K Sell
217
-6
-3% -$835 0.02% 181
2021
Q2 		$31K Buy
223
+8
+4% +$1.1K 0.02% 181
2021
Q1 		$28K Buy
215
+1
+0.5% +$125 0.02% 169
2020
Q4 		$25K Buy
214
+2
+0.9% +$225 0.02% 174
2020
Q3 		$22K Buy
+212
New +$22.2K 0.02% 160

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return