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Hartford Financial Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Hartford Financial 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
2020
Q2 		– Sell
-12,208
Closed -$1.09M – 355
2020
Q1 		$1.09M Hold
12,208
– – 0.43% 79
2019
Q4 		$1.46M Hold
12,208
– – 0.46% 75
2019
Q3 		$1.36M Buy
+12,208
New +$1.35M 0.45% 75

Other funds holding VTV

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Hartford Financial Management's VTV Position: Q2 2020 in Review

Hartford Financial Management sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2020, closing a stake of 12,208 shares — an estimated $1.09M sold.

Hartford Financial Management first reported a position in VTV in Q3 2019 and held it in 3 quarters. The position peaked at $1.46M in Q4 2019. 1,009 funds tracked by Wall St. Rank hold VTV as of Q2 2020.

  • Hartford Financial Management reported no remaining Vanguard Morningstar Value ETF position as of Q2 2020 after selling out during the quarter.
  • Hartford Financial Management sold 12,208 Vanguard Morningstar Value ETF shares in Q2 2020, an estimated $1.09M.
  • Hartford Financial Management first reported a position in Vanguard Morningstar Value ETF in Q3 2019 and held it in 3 quarters.
  • Hartford Financial Management's Vanguard Morningstar Value ETF position peaked at $1.46M in Q4 2019.
  • 1,009 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2020.

Based on Hartford Financial Management's 13F filing for Q2 2020, filed 23 Jul 2020.