Braver Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Braver 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
2016 Q4	$5.72M	Buy	+61,553	New	+$5.51M	0.93%	29

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Braver Wealth Management's VTV Position: Q4 2016 in Review

Braver Wealth Management opened a new position in Vanguard Value ETF (VTV) in Q4 2016: 61,553 shares worth $5.72M. The stake represents 0.93% of the portfolio and ranks #29 among its holdings.

529 funds tracked by Wall St. Rank hold VTV as of Q4 2016.

Braver Wealth Management held 61,553 shares of Vanguard Value ETF worth $5.72M as of Q4 2016.
Vanguard Value ETF was a new Braver Wealth Management position in Q4 2016.
Vanguard Value ETF made up 0.93% of Braver Wealth Management's portfolio in Q4 2016, its #29 holding.
529 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.