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RiverGlades Family Offices’s Vanguard Morningstar Value ETF VTV Stock Holding History

RiverGlades Family Offices’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
2019
Q1 		– Sell
-2,763
Closed -$271K – 87
2018
Q4 		$271K Buy
+2,763
New +$291K 0.23% 35

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Envestnet Asset Management
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UBS Group
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Morgan Stanley
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

RiverGlades Family Offices's VTV Position: Q1 2019 in Review

RiverGlades Family Offices sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2019, closing a stake of 2,763 shares — an estimated $271K sold.

RiverGlades Family Offices first reported a position in VTV in Q4 2018 and held it in 1 quarter. The position peaked at $271K in Q4 2018. 873 funds tracked by Wall St. Rank hold VTV as of Q1 2019.

  • RiverGlades Family Offices reported no remaining Vanguard Morningstar Value ETF position as of Q1 2019 after selling out during the quarter.
  • RiverGlades Family Offices sold 2,763 Vanguard Morningstar Value ETF shares in Q1 2019, an estimated $271K.
  • RiverGlades Family Offices first reported a position in Vanguard Morningstar Value ETF in Q4 2018 and held it in 1 quarter.
  • RiverGlades Family Offices's Vanguard Morningstar Value ETF position peaked at $271K in Q4 2018.
  • 873 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2019.

Based on RiverGlades Family Offices's 13F filing for Q1 2019, filed 10 May 2019.