Harborview Advisors’s Vanguard Value ETF VTV Stock Holding History

Harborview 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
2021 Q3	$4.24M	Buy	31,338 +2,129	+7%	+$296K	2.38%	11
2021 Q2	$4.01M	Sell	29,209 -24	-0.1%	-$3.3K	2.25%	11
2021 Q1	$3.84M	Buy	29,233 +1,614	+6%	+$202K	2.32%	11
2020 Q4	$3.29M	Buy	+27,619	New	+$3.11M	2.2%	11

Other funds holding VTV

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Harborview Advisors's VTV Position: Q3 2021 in Review

Harborview Advisors increased its Vanguard Value ETF (VTV) stake by 7.3% in Q3 2021, buying an estimated $296K and bringing the position to 31,338 shares worth $4.24M. The position accounts for 2.38% of the portfolio, ranked #11.

Harborview Advisors first reported a position in VTV in Q4 2020 and has held it in 4 quarters since. 1,339 funds tracked by Wall St. Rank hold VTV as of Q3 2021.

Harborview Advisors held 31,338 shares of Vanguard Value ETF worth $4.24M as of Q3 2021.
Harborview Advisors bought 2,129 Vanguard Value ETF shares in Q3 2021, an estimated $296K.
Vanguard Value ETF made up 2.38% of Harborview Advisors's portfolio in Q3 2021, its #11 holding.
Harborview Advisors first reported a position in Vanguard Value ETF in Q4 2020 and has held it in 4 quarters since.
1,339 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.