Urban Wealth Management’s Vanguard Value ETF VTV Stock Holding History

Urban Wealth Management’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 Q4	$241K	Buy	+2,024	New	+$228K	0.2%	93

Other funds holding VTV

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

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

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

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

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

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

Urban Wealth Management's VTV Position: Q4 2020 in Review

Urban Wealth Management opened a new position in Vanguard Value ETF (VTV) in Q4 2020: 2,024 shares worth $241K. The stake represents 0.2% of the portfolio and ranks #93 among its holdings.

1,223 funds tracked by Wall St. Rank hold VTV as of Q4 2020.

Urban Wealth Management held 2,024 shares of Vanguard Value ETF worth $241K as of Q4 2020.
Vanguard Value ETF was a new Urban Wealth Management position in Q4 2020.
Vanguard Value ETF made up 0.2% of Urban Wealth Management's portfolio in Q4 2020, its #93 holding.
1,223 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q4 2020.

Based on Urban Wealth Management's 13F filing for Q4 2020, filed 17 Feb 2021.