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Sunburst Financial Group’s Vanguard Morningstar Value ETF VTV Stock Holding History

Sunburst 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
2020
Q1 		– Sell
-7,446
Closed -$892K – 67
2019
Q4 		$892K Buy
+7,446
New +$860K 0.78% 16

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UBS Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TF
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LPL Financial
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DADC
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Sunburst Financial Group's VTV Position: Q1 2020 in Review

Sunburst Financial Group sold out of Vanguard Morningstar Value ETF (VTV) in Q1 2020, closing a stake of 7,446 shares — an estimated $892K sold.

Sunburst Financial Group first reported a position in VTV in Q4 2019 and held it in 1 quarter. The position peaked at $892K in Q4 2019. 999 funds tracked by Wall St. Rank hold VTV as of Q1 2020.

  • Sunburst Financial Group reported no remaining Vanguard Morningstar Value ETF position as of Q1 2020 after selling out during the quarter.
  • Sunburst Financial Group sold 7,446 Vanguard Morningstar Value ETF shares in Q1 2020, an estimated $892K.
  • Sunburst Financial Group first reported a position in Vanguard Morningstar Value ETF in Q4 2019 and held it in 1 quarter.
  • Sunburst Financial Group's Vanguard Morningstar Value ETF position peaked at $892K in Q4 2019.
  • 999 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q1 2020.

Based on Sunburst Financial Group's 13F filing for Q1 2020, filed 4 May 2020.