JWM
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Jeppson Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-280
Closed -$29K – 453
2020
Q3 		$29K Buy
+280
New +$29.3K 0.02% 296

Other funds holding VTV

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jeppson Wealth Management's VTV Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Vanguard Value ETF (VTV) in Q4 2020, closing a stake of 280 shares — an estimated $29K sold.

Jeppson Wealth Management first reported a position in VTV in Q3 2020 and held it in 1 quarter. The position peaked at $29K in Q3 2020. 1,223 funds tracked by Wall St. Rank hold VTV as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Vanguard Value ETF position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 280 Vanguard Value ETF shares in Q4 2020, an estimated $29K.
  • Jeppson Wealth Management first reported a position in Vanguard Value ETF in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Vanguard Value ETF position peaked at $29K in Q3 2020.
  • 1,223 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.