MWM
VTV icon

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

Minot 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
Q1 		– Sell
-2,400
Closed -$290K – 133
2019
Q4 		$290K Buy
+2,400
New +$277K 0.13% 110

Other funds holding VTV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Minot Wealth Management's VTV Position: Q1 2020 in Review

Minot Wealth Management sold out of Vanguard Value ETF (VTV) in Q1 2020, closing a stake of 2,400 shares — an estimated $290K sold.

Minot Wealth Management first reported a position in VTV in Q4 2019 and held it in 1 quarter. The position peaked at $290K in Q4 2019. 999 funds tracked by Wall St. Rank hold VTV as of Q1 2020.

  • Minot Wealth Management reported no remaining Vanguard Value ETF position as of Q1 2020 after selling out during the quarter.
  • Minot Wealth Management sold 2,400 Vanguard Value ETF shares in Q1 2020, an estimated $290K.
  • Minot Wealth Management first reported a position in Vanguard Value ETF in Q4 2019 and held it in 1 quarter.
  • Minot Wealth Management's Vanguard Value ETF position peaked at $290K in Q4 2019.
  • 999 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2020.

Based on Minot Wealth Management's 13F filing for Q1 2020, filed 27 Apr 2020.