CWM
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Campbell Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Campbell 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
2020
Q3 		– Sell
-254
Closed -$25K – 340
2020
Q2 		$25K Buy
+254
New +$24.9K ﹤0.01% 198

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $18.1B AUM 24.63% 1-Year Est. Return

Campbell Wealth Management's VTV Position: Q3 2020 in Review

Campbell Wealth Management sold out of Vanguard Value ETF (VTV) in Q3 2020, closing a stake of 254 shares — an estimated $25K sold.

Campbell Wealth Management first reported a position in VTV in Q2 2020 and held it in 1 quarter. The position peaked at $25K in Q2 2020. 1,033 funds tracked by Wall St. Rank hold VTV as of Q3 2020.

  • Campbell Wealth Management reported no remaining Vanguard Value ETF position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 254 Vanguard Value ETF shares in Q3 2020, an estimated $25K.
  • Campbell Wealth Management first reported a position in Vanguard Value ETF in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Vanguard Value ETF position peaked at $25K in Q2 2020.
  • 1,033 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.