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CFM Wealth Partners’s Vanguard Value ETF VTV Stock Holding History

CFM Wealth Partners’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
-73
Closed -$7K – 448
2020
Q2 		$7K Hold
73
– – ﹤0.01% 420
2020
Q1 		$7K Hold
73
– – ﹤0.01% 464
2019
Q4 		$9K Buy
+73
New +$8.43K ﹤0.01% 434

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 $16.5B AUM 19.94% 1-Year Est. Return

CFM Wealth Partners's VTV Position: Q3 2020 in Review

CFM Wealth Partners sold out of Vanguard Value ETF (VTV) in Q3 2020, closing a stake of 73 shares — an estimated $7K sold.

CFM Wealth Partners first reported a position in VTV in Q4 2019 and held it in 3 quarters. The position peaked at $9K in Q4 2019. 1,033 funds tracked by Wall St. Rank hold VTV as of Q3 2020.

  • CFM Wealth Partners reported no remaining Vanguard Value ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 73 Vanguard Value ETF shares in Q3 2020, an estimated $7K.
  • CFM Wealth Partners first reported a position in Vanguard Value ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Vanguard Value ETF position peaked at $9K in Q4 2019.
  • 1,033 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.