LBA Wealth Management’s Vanguard Value ETF VTV Stock Holding History

LBA 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
2017 Q1	$8K	Buy	+87	New	+$8.28K	﹤0.01%	338

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

TAIM

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

PPFA

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LBA Wealth Management's VTV Position: Q1 2017 in Review

LBA Wealth Management opened a new position in Vanguard Value ETF (VTV) in Q1 2017: 87 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #338 among its holdings.

558 funds tracked by Wall St. Rank hold VTV as of Q1 2017.

LBA Wealth Management held 87 shares of Vanguard Value ETF worth $8K as of Q1 2017.
Vanguard Value ETF was a new LBA Wealth Management position in Q1 2017.
Vanguard Value ETF made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #338 holding.
558 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.