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Guidant Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Guidant Wealth Advisors’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
2019
Q3 		$290K Buy
2,598
+2
+0.1% +$221 0.11% 94
2019
Q2 		$288K Buy
2,596
+110
+4% +$12K 0.11% 96
2019
Q1 		$268K Buy
2,486
+175
+8% +$18.4K 0.1% 97
2018
Q4 		$226K Buy
+2,311
New +$243K 0.11% 79

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Guidant Wealth Advisors's VTV Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Vanguard Value ETF (VTV) stake by 0.08% in Q3 2019, buying an estimated $221 and bringing the position to 2,598 shares worth $290K. The position accounts for 0.11% of the portfolio, ranked #94.

Guidant Wealth Advisors first reported a position in VTV in Q4 2018 and has held it in 4 quarters since. 934 funds tracked by Wall St. Rank hold VTV as of Q3 2019.

  • Guidant Wealth Advisors held 2,598 shares of Vanguard Value ETF worth $290K as of Q3 2019.
  • Guidant Wealth Advisors bought 2 Vanguard Value ETF shares in Q3 2019, an estimated $221.
  • Vanguard Value ETF made up 0.11% of Guidant Wealth Advisors's portfolio in Q3 2019, its #94 holding.
  • Guidant Wealth Advisors first reported a position in Vanguard Value ETF in Q4 2018 and has held it in 4 quarters since.
  • 934 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.