Financial Gravity Asset Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Financial Gravity Asset Management’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-698	Closed	-$73K	–	1624
2018 Q1	$73K	Buy	+698	New	+$76.9K	0.07%	238

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.39B AUM 17.35% 1-Year Est. Return

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LFS

Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Financial Gravity Asset Management's VOOV Position: Q2 2018 in Review

Financial Gravity Asset Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q2 2018, closing a stake of 698 shares — an estimated $73K sold.

Financial Gravity Asset Management first reported a position in VOOV in Q1 2018 and held it in 1 quarter. The position peaked at $73K in Q1 2018. 82 funds tracked by Wall St. Rank hold VOOV as of Q2 2018.

Financial Gravity Asset Management reported no remaining Vanguard S&P 500 Value ETF position as of Q2 2018 after selling out during the quarter.
Financial Gravity Asset Management sold 698 Vanguard S&P 500 Value ETF shares in Q2 2018, an estimated $73K.
Financial Gravity Asset Management first reported a position in Vanguard S&P 500 Value ETF in Q1 2018 and held it in 1 quarter.
Financial Gravity Asset Management's Vanguard S&P 500 Value ETF position peaked at $73K in Q1 2018.
82 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2018.

Based on Financial Gravity Asset Management's 13F filing for Q2 2018, filed 14 Aug 2018.