Atlas Private Wealth Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Atlas Private Wealth 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
2021 Q4	–	Sell	-350	Closed	-$47K	–	694
2021 Q3	$47K	Sell	350 -237	-40%	-$33K	0.02%	242
2021 Q2	$81K	Sell	587 -42	-7%	-$5.77K	0.04%	185
2021 Q1	$83K	Hold	629	–	–	0.05%	183
2020 Q4	$75K	Sell	629 -140	-18%	-$15.7K	0.05%	181
2020 Q3	$80K	Sell	769 -45	-6%	-$4.72K	0.07%	158
2020 Q2	$81K	Buy	+814	New	+$79.9K	0.07%	161

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Atlas Private Wealth Advisors's VTV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2021, closing a stake of 350 shares — an estimated $47K sold.

Atlas Private Wealth Advisors first reported a position in VTV in Q2 2020 and held it in 6 quarters. The position peaked at $83K in Q1 2021. 1,583 funds tracked by Wall St. Rank hold VTV as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 350 Vanguard Morningstar Value ETF shares in Q4 2021, an estimated $47K.
Atlas Private Wealth Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Vanguard Morningstar Value ETF position peaked at $83K in Q1 2021.
1,583 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.