UWM
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USAdvisors Wealth Management’s Vanguard Morningstar Value ETF VTV Stock Holding History

USAdvisors 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
2019
Q3 		– Sell
-3,274
Closed -$363K – 69
2019
Q2 		$363K Buy
+3,274
New +$357K 0.16% 38

Other funds holding VTV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

USAdvisors Wealth Management's VTV Position: Q3 2019 in Review

USAdvisors Wealth Management sold out of Vanguard Morningstar Value ETF (VTV) in Q3 2019, closing a stake of 3,274 shares — an estimated $363K sold.

USAdvisors Wealth Management first reported a position in VTV in Q2 2019 and held it in 1 quarter. The position peaked at $363K in Q2 2019. 935 funds tracked by Wall St. Rank hold VTV as of Q3 2019.

  • USAdvisors Wealth Management reported no remaining Vanguard Morningstar Value ETF position as of Q3 2019 after selling out during the quarter.
  • USAdvisors Wealth Management sold 3,274 Vanguard Morningstar Value ETF shares in Q3 2019, an estimated $363K.
  • USAdvisors Wealth Management first reported a position in Vanguard Morningstar Value ETF in Q2 2019 and held it in 1 quarter.
  • USAdvisors Wealth Management's Vanguard Morningstar Value ETF position peaked at $363K in Q2 2019.
  • 935 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q3 2019.

Based on USAdvisors Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.