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O'Brien Wealth Partners’s Vanguard Morningstar Value ETF VTV Stock Holding History

O'Brien Wealth Partners’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
-2,589
Closed -$280K – 40
2020
Q3 		$280K Buy
+2,589
New +$271K 0.11% 24
2018
Q4 		– Sell
-418
Closed -$46K – 197
2018
Q3 		$46K Buy
+418
New +$45.7K 0.03% 76

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

O'Brien Wealth Partners's VTV Position: Q4 2020 in Review

O'Brien Wealth Partners sold out of Vanguard Morningstar Value ETF (VTV) in Q4 2020, closing a stake of 2,589 shares — an estimated $280K sold.

O'Brien Wealth Partners first reported a position in VTV in Q3 2018 and held it in 2 quarters. The position peaked at $280K in Q3 2020. 1,224 funds tracked by Wall St. Rank hold VTV as of Q4 2020.

  • O'Brien Wealth Partners reported no remaining Vanguard Morningstar Value ETF position as of Q4 2020 after selling out during the quarter.
  • O'Brien Wealth Partners sold 2,589 Vanguard Morningstar Value ETF shares in Q4 2020, an estimated $280K.
  • O'Brien Wealth Partners first reported a position in Vanguard Morningstar Value ETF in Q3 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Vanguard Morningstar Value ETF position peaked at $280K in Q3 2020.
  • 1,224 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2020.

Based on O'Brien Wealth Partners's 13F filing for Q4 2020, filed 11 Jan 2021.