Stone Asset Management’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
Other funds holding VTV
TF
Stone Asset Management's VTV Position: Q1 2023 in Review
Stone Asset Management reduced its Vanguard Value ETF (VTV) stake by 73% in Q1 2023, selling an estimated $931K and leaving 2,448 shares worth $338K. The position accounts for 0.54% of the portfolio, ranked #25.
Stone Asset Management first reported a position in VTV in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.27M in Q4 2022. 1,793 funds tracked by Wall St. Rank hold VTV as of Q1 2023.
- Stone Asset Management held 2,448 shares of Vanguard Value ETF worth $338K as of Q1 2023.
- Stone Asset Management sold 6,632 Vanguard Value ETF shares in Q1 2023, an estimated $931K.
- Vanguard Value ETF made up 0.54% of Stone Asset Management's portfolio in Q1 2023, its #25 holding.
- Stone Asset Management first reported a position in Vanguard Value ETF in Q2 2022 and has held it in 4 quarters since.
- Stone Asset Management's Vanguard Value ETF position peaked at $1.27M in Q4 2022.
- 1,793 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2023.
Based on Stone Asset Management's 13F filing for Q1 2023, filed 17 Apr 2023.