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Widmann Financial Services’s Vanguard Morningstar Value ETF VTV Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-119
Closed -$17K – 454
2021
Q4 		$17K Buy
+119
New +$17K 0.01% 261

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Widmann Financial Services's VTV Position: Q1 2022 in Review

Widmann Financial Services sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2022, closing a stake of 119 shares — an estimated $17K sold.

Widmann Financial Services first reported a position in VTV in Q4 2021 and held it in 1 quarter. The position peaked at $17K in Q4 2021. 1,645 funds tracked by Wall St. Rank hold VTV as of Q1 2022.

  • Widmann Financial Services reported no remaining Vanguard Morningstar Value ETF position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 119 Vanguard Morningstar Value ETF shares in Q1 2022, an estimated $17K.
  • Widmann Financial Services first reported a position in Vanguard Morningstar Value ETF in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Vanguard Morningstar Value ETF position peaked at $17K in Q4 2021.
  • 1,645 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.