TD Capital Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

TD Capital Management’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-98	Closed	-$10K	–	291
2020 Q2	$10K	Buy	+98	New	+$10.1K	﹤0.01%	169

Other funds holding VOOV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

CCP

Corient Capital Partners Newport Beach, California $1.34B AUM 12.46% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

AWM

Altium Wealth Management Purchase, New York $1.39B AUM 12.44% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TD Capital Management's VOOV Position: Q3 2020 in Review

TD Capital Management sold out of Vanguard S&P 500 Value ETF (VOOV) in Q3 2020, closing a stake of 98 shares — an estimated $10K sold.

TD Capital Management first reported a position in VOOV in Q2 2020 and held it in 1 quarter. The position peaked at $10K in Q2 2020. 125 funds tracked by Wall St. Rank hold VOOV as of Q3 2020.

TD Capital Management reported no remaining Vanguard S&P 500 Value ETF position as of Q3 2020 after selling out during the quarter.
TD Capital Management sold 98 Vanguard S&P 500 Value ETF shares in Q3 2020, an estimated $10K.
TD Capital Management first reported a position in Vanguard S&P 500 Value ETF in Q2 2020 and held it in 1 quarter.
TD Capital Management's Vanguard S&P 500 Value ETF position peaked at $10K in Q2 2020.
125 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q3 2020.

Based on TD Capital Management's 13F filing for Q3 2020, filed 13 Nov 2020.