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Clearwater Capital Advisors’s Vanguard Value ETF VTV Stock Holding History

Clearwater Capital 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
2018
Q2 		– Sell
-350
Closed -$36K – 550
2018
Q1 		$36K Buy
+350
New +$37.6K 0.01% 323

Other funds holding VTV

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Clearwater Capital Advisors's VTV Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Vanguard Value ETF (VTV) in Q2 2018, closing a stake of 350 shares — an estimated $36K sold.

Clearwater Capital Advisors first reported a position in VTV in Q1 2018 and held it in 1 quarter. The position peaked at $36K in Q1 2018. 701 funds tracked by Wall St. Rank hold VTV as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Vanguard Value ETF position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 350 Vanguard Value ETF shares in Q2 2018, an estimated $36K.
  • Clearwater Capital Advisors first reported a position in Vanguard Value ETF in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Vanguard Value ETF position peaked at $36K in Q1 2018.
  • 701 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.