WP
VRTV

WealthPLAN Partners’s VERITIV CORPORATION VRTV Stock Holding History

WealthPLAN Partners’s Portfolio VRTV Stock Details VRTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-197
Closed -$26.6K – 1416
2023
Q1 		$26.6K Buy
+197
New +$25.2K ﹤0.01% 671
2016
Q3 		$600 Hold
12
– – ﹤0.01% 913
2016
Q2 		$451 Buy
+12
New +$465 ﹤0.01% 2374
2015
Q4 		$435 Buy
+12
New +$476 ﹤0.01% 1594

Other funds holding VRTV

BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

WealthPLAN Partners's VRTV Position: Q2 2023 in Review

WealthPLAN Partners sold out of VERITIV CORPORATION (VRTV) in Q2 2023, closing a stake of 197 shares — an estimated $26.6K sold.

WealthPLAN Partners first reported a position in VRTV in Q4 2015 and held it in 4 quarters. The position peaked at $26.6K in Q1 2023. 241 funds tracked by Wall St. Rank hold VRTV as of Q2 2023.

  • WealthPLAN Partners reported no remaining VERITIV CORPORATION position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 197 VERITIV CORPORATION shares in Q2 2023, an estimated $26.6K.
  • WealthPLAN Partners first reported a position in VERITIV CORPORATION in Q4 2015 and held it in 4 quarters.
  • WealthPLAN Partners's VERITIV CORPORATION position peaked at $26.6K in Q1 2023.
  • 241 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.