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West Tower Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

West Tower Group’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
Q4 		– Sell
-1,122
Closed -$155K – 776
2023
Q3 		$155K Buy
1,122
+895
+394% +$128K 0.08% 76
2023
Q2 		$32.3K Buy
+227
New +$31.5K 0.02% 280

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Envestnet Asset Management
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Betterment LLC
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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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

West Tower Group's VTV Position: Q4 2023 in Review

West Tower Group sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2023, closing a stake of 1,122 shares — an estimated $155K sold.

West Tower Group first reported a position in VTV in Q2 2023 and held it in 2 quarters. The position peaked at $155K in Q3 2023. 2,039 funds tracked by Wall St. Rank hold VTV as of Q4 2023.

  • West Tower Group reported no remaining Vanguard Morningstar Value ETF position as of Q4 2023 after selling out during the quarter.
  • West Tower Group sold 1,122 Vanguard Morningstar Value ETF shares in Q4 2023, an estimated $155K.
  • West Tower Group first reported a position in Vanguard Morningstar Value ETF in Q2 2023 and held it in 2 quarters.
  • West Tower Group's Vanguard Morningstar Value ETF position peaked at $155K in Q3 2023.
  • 2,039 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.