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Contravisory Investment Management’s Vanguard Value ETF VTV Stock Holding History

Contravisory Investment 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
Q4 		– Sell
-225
Closed -$24K – 278
2020
Q3 		$24K Hold
225
– – 0.01% 214
2020
Q2 		$23K Sell
225
-50
-18% -$4.91K 0.01% 216
2020
Q1 		$24K Hold
275
– – 0.01% 230
2019
Q4 		$33K Hold
275
– – 0.01% 228
2019
Q3 		$31K Hold
275
– – 0.01% 231
2019
Q2 		$31K Hold
275
– – 0.01% 232
2019
Q1 		$30K Buy
+275
New +$29K 0.01% 235

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Contravisory Investment Management's VTV Position: Q4 2020 in Review

Contravisory Investment Management sold out of Vanguard Value ETF (VTV) in Q4 2020, closing a stake of 225 shares — an estimated $24K sold.

Contravisory Investment Management first reported a position in VTV in Q1 2019 and held it in 7 quarters. The position peaked at $33K in Q4 2019. 1,223 funds tracked by Wall St. Rank hold VTV as of Q4 2020.

  • Contravisory Investment Management reported no remaining Vanguard Value ETF position as of Q4 2020 after selling out during the quarter.
  • Contravisory Investment Management sold 225 Vanguard Value ETF shares in Q4 2020, an estimated $24K.
  • Contravisory Investment Management first reported a position in Vanguard Value ETF in Q1 2019 and held it in 7 quarters.
  • Contravisory Investment Management's Vanguard Value ETF position peaked at $33K in Q4 2019.
  • 1,223 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2020.

Based on Contravisory Investment Management's 13F filing for Q4 2020, filed 13 Jan 2021.