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

Financial Gravity Companies’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 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

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Financial Gravity Companies's VOOV Position: Q1 2018 in Review

Financial Gravity Companies opened a new position in Vanguard S&P 500 Value ETF (VOOV) in Q1 2018: 698 shares worth $73K. The stake represents 0.07% of the portfolio and ranks #238 among its holdings.

81 funds tracked by Wall St. Rank hold VOOV as of Q1 2018.

Financial Gravity Companies held 698 shares of Vanguard S&P 500 Value ETF worth $73K as of Q1 2018.
Vanguard S&P 500 Value ETF was a new Financial Gravity Companies position in Q1 2018.
Vanguard S&P 500 Value ETF made up 0.07% of Financial Gravity Companies's portfolio in Q1 2018, its #238 holding.
81 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2018.

Based on Financial Gravity Companies's 13F filing for Q1 2018, filed 4 May 2018.