Blue Chip Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Blue Chip Wealth Management’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
2018 Q4	–	Sell	-2,632	Closed	-$291K	–	97
2018 Q3	$291K	Hold	2,632	–	–	0.29%	81
2018 Q2	$273K	Hold	2,632	–	–	0.3%	83
2018 Q1	$272K	Buy	+2,632	New	+$283K	0.28%	79

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Blue Chip Wealth Management's VTV Position: Q4 2018 in Review

Blue Chip Wealth Management sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2018, closing a stake of 2,632 shares — an estimated $291K sold.

Blue Chip Wealth Management first reported a position in VTV in Q1 2018 and held it in 3 quarters. The position peaked at $291K in Q3 2018. 847 funds tracked by Wall St. Rank hold VTV as of Q4 2018.

Blue Chip Wealth Management reported no remaining Vanguard Morningstar Value ETF position as of Q4 2018 after selling out during the quarter.
Blue Chip Wealth Management sold 2,632 Vanguard Morningstar Value ETF shares in Q4 2018, an estimated $291K.
Blue Chip Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q1 2018 and held it in 3 quarters.
Blue Chip Wealth Management's Vanguard Morningstar Value ETF position peaked at $291K in Q3 2018.
847 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2018.

Based on Blue Chip Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.