FWM
VTV icon

ForthRight Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

ForthRight 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
2021
Q1 		– Sell
-27
Closed -$3K – 178
2020
Q4 		$3K Buy
+27
New +$3.04K ﹤0.01% 165

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Betterment LLC
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TF
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Ameriprise
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ForthRight Wealth Management's VTV Position: Q1 2021 in Review

ForthRight Wealth Management sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2021, closing a stake of 27 shares — an estimated $3K sold.

ForthRight Wealth Management first reported a position in VTV in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 1,301 funds tracked by Wall St. Rank hold VTV as of Q1 2021.

  • ForthRight Wealth Management reported no remaining Vanguard Morningstar Value ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 27 Vanguard Morningstar Value ETF shares in Q1 2021, an estimated $3K.
  • ForthRight Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's Vanguard Morningstar Value ETF position peaked at $3K in Q4 2020.
  • 1,301 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.