Morling Financial Advisors, LLC Vanguard Value ETF Transaction History

Morling Financial Advisors, LLC

$254 Million
Q3 2025

A detailed history of Morling Financial Advisors, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Morling Financial Advisors, LLC holds 216 shares of VTV stock, worth $40,424. This represents 0.02% of its overall portfolio holdings.

Number of Shares

216

Previous 1 21500.0%

Holding current value

$40,424

Previous $0 Infinity%

% of portfolio

0.02%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$175.51 - $186.57 $37,734 - $40,112	215 Added 21500.0%	216 $40,000
Q2 2025 Aug 11, 2025	SELL	$153.67 - $176.74 $138,303 - $159,066	-900 Reduced 99.89%	1 $0
Q1 2025 May 06, 2025	SELL	$167.73 - $179.21 $8,386 - $8,960	-50 Reduced 5.26%	901 $155,000
Q4 2024 Feb 07, 2025	BUY	$168.32 - $181.87 $159,904 - $172,776	950 Added 95000.0%	951 $161,000
Q2 2024 Aug 07, 2024	SELL	$154.57 - $163.65 $4,327 - $4,582	-28 Reduced 96.55%	1 $0

Q1 2024 May 13, 2024	SELL	$147.46 - $162.86 $5,898 - $6,514	-40 Reduced 57.97%	29 $4,000
Q4 2023 Feb 02, 2024	BUY	$131.82 - $149.95 $5,272 - $5,998	40 Added 137.93%	69 $10,000
Q2 2023 Jul 28, 2023	BUY	$134.74 - $142.42 $269 - $284	2 Added 7.41%	29 $4,000
Q1 2022 May 06, 2022	SELL	$140.46 - $150.33 $983 - $1,052	-7 Reduced 20.59%	27 $4,000
Q4 2021 Feb 04, 2022	BUY	$136.43 - $147.24 $4,638 - $5,006	34 New	34 $5,000

Others Institutions Holding VTV

# of Institutions

2,755

Shares Held

586M

Call Options Held

159K

Put Options Held

38.8K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Morling Financial Advisors, LLC Vanguard Value ETF Transaction History