WealthShield’s Vanguard Morningstar Value ETF VTV Stock Holding History

WealthShield’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
2017 Q4	$272K	Buy	+2,554	New	+$263K	0.17%	105

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

WealthShield's VTV Position: Q4 2017 in Review

WealthShield opened a new position in Vanguard Morningstar Value ETF (VTV) in Q4 2017: 2,554 shares worth $272K. The stake represents 0.17% of the portfolio and ranks #105 among its holdings.

701 funds tracked by Wall St. Rank hold VTV as of Q4 2017.

WealthShield held 2,554 shares of Vanguard Morningstar Value ETF worth $272K as of Q4 2017.
Vanguard Morningstar Value ETF was a new WealthShield position in Q4 2017.
Vanguard Morningstar Value ETF made up 0.17% of WealthShield's portfolio in Q4 2017, its #105 holding.
701 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.