Professional Financial Advisors’s Vanguard Morningstar 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 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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Professional Financial Advisors's VTV Position: Q4 2022 in Review

Professional Financial Advisors sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2022, closing a stake of 390 shares — an estimated $48K sold.

Professional Financial Advisors first reported a position in VTV in Q3 2020 and held it in 9 quarters. The position peaked at $49K in Q2 2022. 1,827 funds tracked by Wall St. Rank hold VTV as of Q4 2022.

Professional Financial Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 390 Vanguard Morningstar Value ETF shares in Q4 2022, an estimated $48K.
Professional Financial Advisors first reported a position in Vanguard Morningstar Value ETF in Q3 2020 and held it in 9 quarters.
Professional Financial Advisors's Vanguard Morningstar Value ETF position peaked at $49K in Q2 2022.
1,827 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.