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Financial Gravity Companies’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Financial Gravity Companies’s Portfolio VTWV Stock Details VTWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$6K Buy
+58
New +$6.06K 0.01% 688
2018
Q1 		$10K Buy
+92
New +$10K 0.01% 592

Other funds holding VTWV

CC
Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Gravity Companies's VTWV Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Vanguard Russell 2000 Value ETF (VTWV) in Q4 2018: 58 shares worth $6K. The stake represents 0.01% of the portfolio and ranks #688 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VTWV as recently as Q1 2018.

Financial Gravity Companies first reported a position in VTWV in Q1 2018 and has held it in 2 quarters since. The position peaked at $10K in Q1 2018. 59 funds tracked by Wall St. Rank hold VTWV as of Q4 2018.

  • Financial Gravity Companies held 58 shares of Vanguard Russell 2000 Value ETF worth $6K as of Q4 2018.
  • Vanguard Russell 2000 Value ETF was a new Financial Gravity Companies position in Q4 2018.
  • Vanguard Russell 2000 Value ETF made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #688 holding.
  • Financial Gravity Companies first reported a position in Vanguard Russell 2000 Value ETF in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's Vanguard Russell 2000 Value ETF position peaked at $10K in Q1 2018.
  • 59 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.