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Sowa Financial Group’s Vanguard Value ETF VTV Stock Holding History

Sowa Financial Group’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
-163
Closed -$19K – 224
2020
Q4 		$19K Hold
163
– – 0.01% 194
2020
Q3 		$17K Hold
163
– – 0.01% 192
2020
Q2 		$16K Hold
163
– – 0.01% 194
2020
Q1 		$15K Hold
163
– – 0.01% 179
2019
Q4 		$20K Buy
+163
New +$18.8K 0.02% 176

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Envestnet Asset Management
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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

Sowa Financial Group's VTV Position: Q1 2021 in Review

Sowa Financial Group sold out of Vanguard Value ETF (VTV) in Q1 2021, closing a stake of 163 shares — an estimated $19K sold.

Sowa Financial Group first reported a position in VTV in Q4 2019 and held it in 5 quarters. The position peaked at $20K in Q4 2019. 1,300 funds tracked by Wall St. Rank hold VTV as of Q1 2021.

  • Sowa Financial Group reported no remaining Vanguard Value ETF position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 163 Vanguard Value ETF shares in Q1 2021, an estimated $19K.
  • Sowa Financial Group first reported a position in Vanguard Value ETF in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Vanguard Value ETF position peaked at $20K in Q4 2019.
  • 1,300 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.