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Reitz Capital Advisors’s Vanguard Morningstar Value ETF VTV Stock Holding History

Reitz Capital Advisors’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
Q3 		– Sell
-325
Closed -$32K – 118
2020
Q2 		$32K Buy
+325
New +$31.9K 0.04% 77

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIAA FSB
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
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Reitz Capital Advisors's VTV Position: Q3 2020 in Review

Reitz Capital Advisors sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2020, closing a stake of 325 shares — an estimated $32K sold.

Reitz Capital Advisors first reported a position in VTV in Q2 2020 and held it in 1 quarter. The position peaked at $32K in Q2 2020. 1,034 funds tracked by Wall St. Rank hold VTV as of Q3 2020.

  • Reitz Capital Advisors reported no remaining Vanguard Morningstar Value ETF position as of Q3 2020 after selling out during the quarter.
  • Reitz Capital Advisors sold 325 Vanguard Morningstar Value ETF shares in Q3 2020, an estimated $32K.
  • Reitz Capital Advisors first reported a position in Vanguard Morningstar Value ETF in Q2 2020 and held it in 1 quarter.
  • Reitz Capital Advisors's Vanguard Morningstar Value ETF position peaked at $32K in Q2 2020.
  • 1,034 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2020.

Based on Reitz Capital Advisors's 13F filing for Q3 2020, filed 19 Oct 2020.