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Second Half Financial Partners’s Vanguard Value ETF VTV Stock Holding History

Second Half Financial 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
2023
Q3 		– Sell
-9,137
Closed -$1.3M – 139
2023
Q2 		$1.3M Buy
+9,137
New +$1.27M 0.3% 80

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Second Half Financial Partners's VTV Position: Q3 2023 in Review

Second Half Financial Partners sold out of Vanguard Value ETF (VTV) in Q3 2023, closing a stake of 9,137 shares — an estimated $1.3M sold.

Second Half Financial Partners first reported a position in VTV in Q2 2023 and held it in 1 quarter. The position peaked at $1.3M in Q2 2023. 1,832 funds tracked by Wall St. Rank hold VTV as of Q3 2023.

  • Second Half Financial Partners reported no remaining Vanguard Value ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 9,137 Vanguard Value ETF shares in Q3 2023, an estimated $1.3M.
  • Second Half Financial Partners first reported a position in Vanguard Value ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Vanguard Value ETF position peaked at $1.3M in Q2 2023.
  • 1,832 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.