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Timber Creek Capital Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Timber Creek Capital Management’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
2024
Q3 		– Sell
-40
Closed -$6.46K – 140
2024
Q2 		$6.46K Buy
+40
New +$6.39K ﹤0.01% 121

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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Timber Creek Capital Management's VTV Position: Q3 2024 in Review

Timber Creek Capital Management sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2024, closing a stake of 40 shares — an estimated $6.46K sold.

Timber Creek Capital Management first reported a position in VTV in Q2 2024 and held it in 1 quarter. The position peaked at $6.46K in Q2 2024. 2,146 funds tracked by Wall St. Rank hold VTV as of Q3 2024.

  • Timber Creek Capital Management reported no remaining Vanguard Morningstar Value ETF position as of Q3 2024 after selling out during the quarter.
  • Timber Creek Capital Management sold 40 Vanguard Morningstar Value ETF shares in Q3 2024, an estimated $6.46K.
  • Timber Creek Capital Management first reported a position in Vanguard Morningstar Value ETF in Q2 2024 and held it in 1 quarter.
  • Timber Creek Capital Management's Vanguard Morningstar Value ETF position peaked at $6.46K in Q2 2024.
  • 2,146 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2024.

Based on Timber Creek Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.