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Godshalk Welsh Capital Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Godshalk Welsh Capital 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
2015
Q1 		– Sell
-893
Closed -$75K – 245
2014
Q4 		$75K Buy
+893
New +$73.8K 0.07% 181

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PPFA
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AUIM
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Godshalk Welsh Capital Management's VTV Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2015, closing a stake of 893 shares — an estimated $75K sold.

Godshalk Welsh Capital Management first reported a position in VTV in Q4 2014 and held it in 1 quarter. The position peaked at $75K in Q4 2014. 345 funds tracked by Wall St. Rank hold VTV as of Q1 2015.

  • Godshalk Welsh Capital Management reported no remaining Vanguard Morningstar Value ETF position as of Q1 2015 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 893 Vanguard Morningstar Value ETF shares in Q1 2015, an estimated $75K.
  • Godshalk Welsh Capital Management first reported a position in Vanguard Morningstar Value ETF in Q4 2014 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's Vanguard Morningstar Value ETF position peaked at $75K in Q4 2014.
  • 345 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.