Ten Capital Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Ten Capital Wealth 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 Q3	–	Sell	-550	Closed	-$73K	–	633
2022 Q2	$73K	Buy	+550	New	+$77.6K	0.03%	131
2021 Q3	–	Sell	-176	Closed	-$24K	–	516
2021 Q2	$24K	Buy	+176	New	+$24.2K	0.01%	240
2021 Q1	–	Sell	-53	Closed	-$6K	–	403
2020 Q4	$6K	Buy	+53	New	+$5.96K	﹤0.01%	293

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 22.9% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ten Capital Wealth Advisors's VTV Position: Q3 2022 in Review

Ten Capital Wealth Advisors sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2022, closing a stake of 550 shares — an estimated $73K sold.

Ten Capital Wealth Advisors first reported a position in VTV in Q4 2020 and held it in 3 quarters. The position peaked at $73K in Q2 2022. 1,646 funds tracked by Wall St. Rank hold VTV as of Q3 2022.

Ten Capital Wealth Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q3 2022 after selling out during the quarter.
Ten Capital Wealth Advisors sold 550 Vanguard Morningstar Value ETF shares in Q3 2022, an estimated $73K.
Ten Capital Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2020 and held it in 3 quarters.
Ten Capital Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $73K in Q2 2022.
1,646 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.