All Terrain Financial Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

All Terrain Financial Advisors’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
2020 Q1	–	Sell	-1,880	Closed	-$225K	–	230
2019 Q4	$225K	Hold	1,880	–	–	0.07%	136
2019 Q3	$210K	Buy	1,880 +7	+0.4%	+$774	0.07%	150
2019 Q2	$208K	Buy	1,873 +7	+0.4%	+$764	0.07%	147
2019 Q1	$201K	Buy	+1,866	New	+$196K	0.07%	160
2018 Q4	–	Sell	-2,101	Closed	-$232K	–	241
2018 Q3	$232K	Sell	2,101 -54	-3%	-$5.9K	0.09%	138
2018 Q2	$224K	Buy	2,155 +7	+0.3%	+$733	0.1%	144
2018 Q1	$222K	Sell	2,148 -119	-5%	-$12.8K	0.1%	146
2017 Q4	$241K	Buy	+2,267	New	+$234K	0.11%	143

Other funds holding VTV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

All Terrain Financial Advisors's VTV Position: Q1 2020 in Review

All Terrain Financial Advisors sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2020, closing a stake of 1,880 shares — an estimated $225K sold.

All Terrain Financial Advisors first reported a position in VTV in Q4 2017 and held it in 8 quarters. The position peaked at $241K in Q4 2017. 999 funds tracked by Wall St. Rank hold VTV as of Q1 2020.

All Terrain Financial Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q1 2020 after selling out during the quarter.
All Terrain Financial Advisors sold 1,880 Vanguard Morningstar Value ETF shares in Q1 2020, an estimated $225K.
All Terrain Financial Advisors first reported a position in Vanguard Morningstar Value ETF in Q4 2017 and held it in 8 quarters.
All Terrain Financial Advisors's Vanguard Morningstar Value ETF position peaked at $241K in Q4 2017.
999 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2020.

Based on All Terrain Financial Advisors's 13F filing for Q1 2020, filed 14 May 2020.