Guidant Wealth Advisors’s Vanguard Russell 2000 Value ETF VTWV Stock Holding History

Guidant Wealth Advisors’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
2019 Q3	$45K	Sell	428 -99	-19%	-$10.2K	0.02%	181
2019 Q2	$55K	Sell	527 -698	-57%	-$73.4K	0.02%	171
2019 Q1	$128K	Buy	1,225 +658	+116%	+$68.3K	0.05%	130
2018 Q4	$52K	Sell	567 -790	-58%	-$82.5K	0.02%	126
2018 Q3	$158K	Hold	1,357	–	–	0.07%	45
2018 Q2	$158K	Sell	1,357 -64	-5%	-$7.17K	0.07%	45
2018 Q1	$150K	Hold	1,421	–	–	0.07%	44
2017 Q4	$159K	Buy	1,421 +86	+6%	+$9.32K	0.07%	45
2017 Q3	$144K	Hold	1,335	–	–	0.1%	43
2017 Q2	$136K	Sell	1,335 -26	-2%	-$2.65K	0.07%	74
2017 Q1	$136K	Hold	1,361	–	–	0.07%	77
2016 Q4	$141K	Hold	1,361	–	–	0.08%	75
2016 Q3	$122K	Buy	+1,361	New	+$121K	0.08%	73

Other funds holding VTWV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

Bragg Financial Advisors Charlotte, North Carolina $3.16B AUM 26% 1-Year Est. Return

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

Guidant Wealth Advisors reduced its Vanguard Russell 2000 Value ETF (VTWV) stake by 19% in Q3 2019, selling an estimated $10.2K and leaving 428 shares worth $45K. The position accounts for 0.02% of the portfolio, ranked #181.

Guidant Wealth Advisors first reported a position in VTWV in Q3 2016 and has held it in 13 quarters since. The position peaked at $159K in Q4 2017. 59 funds tracked by Wall St. Rank hold VTWV as of Q3 2019.

Guidant Wealth Advisors held 428 shares of Vanguard Russell 2000 Value ETF worth $45K as of Q3 2019.
Guidant Wealth Advisors sold 99 Vanguard Russell 2000 Value ETF shares in Q3 2019, an estimated $10.2K.
Vanguard Russell 2000 Value ETF made up 0.02% of Guidant Wealth Advisors's portfolio in Q3 2019, its #181 holding.
Guidant Wealth Advisors first reported a position in Vanguard Russell 2000 Value ETF in Q3 2016 and has held it in 13 quarters since.
Guidant Wealth Advisors's Vanguard Russell 2000 Value ETF position peaked at $159K in Q4 2017.
59 funds tracked by Wall St. Rank held Vanguard Russell 2000 Value ETF as of Q3 2019.

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