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Oder Investment Management’s Vanguard Value ETF VTV Stock Holding History

Oder Investment 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
2021
Q1 		– Sell
-248
Closed -$30K – 487
2020
Q4 		$30K Buy
+248
New +$27.9K 0.03% 239

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oder Investment Management's VTV Position: Q1 2021 in Review

Oder Investment Management sold out of Vanguard Value ETF (VTV) in Q1 2021, closing a stake of 248 shares — an estimated $30K sold.

Oder Investment Management first reported a position in VTV in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 1,300 funds tracked by Wall St. Rank hold VTV as of Q1 2021.

  • Oder Investment Management reported no remaining Vanguard Value ETF position as of Q1 2021 after selling out during the quarter.
  • Oder Investment Management sold 248 Vanguard Value ETF shares in Q1 2021, an estimated $30K.
  • Oder Investment Management first reported a position in Vanguard Value ETF in Q4 2020 and held it in 1 quarter.
  • Oder Investment Management's Vanguard Value ETF position peaked at $30K in Q4 2020.
  • 1,300 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2021.

Based on Oder Investment Management's 13F filing for Q1 2021, filed 10 May 2021.