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

Gupta 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
2016 Q1	$29K	Sell	355 -260	-42%	-$20.4K	0.01%	576
2015 Q4	$50K	Buy	615 +372	+153%	+$30.5K	0.01%	438
2015 Q3	$19K	Hold	243	–	–	﹤0.01%	705
2015 Q2	$20K	Hold	243	–	–	﹤0.01%	740
2015 Q1	$20K	Buy	+243	New	+$20.4K	0.01%	609

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Gupta Wealth Management's VTV Position: Q1 2016 in Review

Gupta Wealth Management reduced its Vanguard Morningstar Value ETF (VTV) stake by 42% in Q1 2016, selling an estimated $20.4K and leaving 355 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #576.

Gupta Wealth Management first reported a position in VTV in Q1 2015 and has held it in 5 quarters since. The position peaked at $50K in Q4 2015. 401 funds tracked by Wall St. Rank hold VTV as of Q1 2016.

Gupta Wealth Management held 355 shares of Vanguard Morningstar Value ETF worth $29K as of Q1 2016.
Gupta Wealth Management sold 260 Vanguard Morningstar Value ETF shares in Q1 2016, an estimated $20.4K.
Vanguard Morningstar Value ETF made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #576 holding.
Gupta Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Vanguard Morningstar Value ETF position peaked at $50K in Q4 2015.
401 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.