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Nelson Capital Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

Nelson Capital 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
2018
Q2 		– Sell
-2,785
Closed -$287K – 274
2018
Q1 		$287K Buy
+2,785
New +$299K 0.07% 80

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Nelson Capital Management's VTV Position: Q2 2018 in Review

Nelson Capital Management sold out of Vanguard Morningstar Value ETF (VTV) in Q2 2018, closing a stake of 2,785 shares — an estimated $287K sold.

Nelson Capital Management first reported a position in VTV in Q1 2018 and held it in 1 quarter. The position peaked at $287K in Q1 2018. 701 funds tracked by Wall St. Rank hold VTV as of Q2 2018.

  • Nelson Capital Management reported no remaining Vanguard Morningstar Value ETF position as of Q2 2018 after selling out during the quarter.
  • Nelson Capital Management sold 2,785 Vanguard Morningstar Value ETF shares in Q2 2018, an estimated $287K.
  • Nelson Capital Management first reported a position in Vanguard Morningstar Value ETF in Q1 2018 and held it in 1 quarter.
  • Nelson Capital Management's Vanguard Morningstar Value ETF position peaked at $287K in Q1 2018.
  • 701 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2018.

Based on Nelson Capital Management's 13F filing for Q2 2018, filed 17 Jul 2018.