Sound View Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

Sound View Wealth 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
2019 Q1	$2.19M	Sell	20,321 -1,231	-6%	-$130K	0.69%	45
2018 Q4	$2.11M	Buy	+21,552	New	+$2.27M	0.77%	37

Other funds holding VTV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 $16.5B AUM 19.94% 1-Year Est. Return

Sound View Wealth Advisors's VTV Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Vanguard Value ETF (VTV) stake by 5.7% in Q1 2019, selling an estimated $130K and leaving 20,321 shares worth $2.19M. The position accounts for 0.69% of the portfolio, ranked #45.

Sound View Wealth Advisors first reported a position in VTV in Q4 2018 and has held it in 2 quarters since. 872 funds tracked by Wall St. Rank hold VTV as of Q1 2019.

Sound View Wealth Advisors held 20,321 shares of Vanguard Value ETF worth $2.19M as of Q1 2019.
Sound View Wealth Advisors sold 1,231 Vanguard Value ETF shares in Q1 2019, an estimated $130K.
Vanguard Value ETF made up 0.69% of Sound View Wealth Advisors's portfolio in Q1 2019, its #45 holding.
Sound View Wealth Advisors first reported a position in Vanguard Value ETF in Q4 2018 and has held it in 2 quarters since.
872 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.