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All Terrain Financial Advisors’s Vanguard 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
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

All Terrain Financial Advisors sold out of Vanguard 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 Value ETF position as of Q1 2020 after selling out during the quarter.
  • All Terrain Financial Advisors sold 1,880 Vanguard Value ETF shares in Q1 2020, an estimated $225K.
  • All Terrain Financial Advisors first reported a position in Vanguard Value ETF in Q4 2017 and held it in 8 quarters.
  • All Terrain Financial Advisors's Vanguard Value ETF position peaked at $241K in Q4 2017.
  • 999 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2020.

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