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

Darwin 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
Q2 		– Sell
-320
Closed -$28K – 784
2020
Q1 		$28K Buy
+320
New +$35.1K 0.01% 314

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Morgan Stanley
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UBS Group
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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
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Darwin Wealth Management's VTV Position: Q2 2020 in Review

Darwin Wealth Management sold out of Vanguard Value ETF (VTV) in Q2 2020, closing a stake of 320 shares — an estimated $28K sold.

Darwin Wealth Management first reported a position in VTV in Q1 2020 and held it in 1 quarter. The position peaked at $28K in Q1 2020. 1,007 funds tracked by Wall St. Rank hold VTV as of Q2 2020.

  • Darwin Wealth Management reported no remaining Vanguard Value ETF position as of Q2 2020 after selling out during the quarter.
  • Darwin Wealth Management sold 320 Vanguard Value ETF shares in Q2 2020, an estimated $28K.
  • Darwin Wealth Management first reported a position in Vanguard Value ETF in Q1 2020 and held it in 1 quarter.
  • Darwin Wealth Management's Vanguard Value ETF position peaked at $28K in Q1 2020.
  • 1,007 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q2 2020.

Based on Darwin Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.