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Accurate Investment Solutions’s Vanguard Morningstar Value ETF VTV Stock Holding History

Accurate Investment Solutions’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
2019
Q3 		– Sell
-181
Closed -$20K – 413
2019
Q2 		$20K Buy
+181
New +$19.8K 0.02% 170

Other funds holding VTV

Bank of America
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Accurate Investment Solutions's VTV Position: Q3 2019 in Review

Accurate Investment Solutions sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2019, closing a stake of 181 shares — an estimated $20K sold.

Accurate Investment Solutions first reported a position in VTV in Q2 2019 and held it in 1 quarter. The position peaked at $20K in Q2 2019. 935 funds tracked by Wall St. Rank hold VTV as of Q3 2019.

  • Accurate Investment Solutions reported no remaining Vanguard Morningstar Value ETF position as of Q3 2019 after selling out during the quarter.
  • Accurate Investment Solutions sold 181 Vanguard Morningstar Value ETF shares in Q3 2019, an estimated $20K.
  • Accurate Investment Solutions first reported a position in Vanguard Morningstar Value ETF in Q2 2019 and held it in 1 quarter.
  • Accurate Investment Solutions's Vanguard Morningstar Value ETF position peaked at $20K in Q2 2019.
  • 935 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2019.

Based on Accurate Investment Solutions's 13F filing for Q3 2019, filed 10 Oct 2019.