West Coast Financial’s Vanguard Value ETF VTV Stock Holding History

West Coast Financial’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	-1,866	Closed	-$207K	–	112
2019 Q2	$207K	Sell	1,866 -195	-9%	-$21.3K	0.05%	108
2019 Q1	$222K	Hold	2,061	–	–	0.05%	110
2018 Q4	$202K	Buy	+2,061	New	+$217K	0.06%	106

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

DADC

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

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

West Coast Financial's VTV Position: Q3 2019 in Review

West Coast Financial sold out of Vanguard Value ETF (VTV) in Q3 2019, closing a stake of 1,866 shares — an estimated $207K sold.

West Coast Financial first reported a position in VTV in Q4 2018 and held it in 3 quarters. The position peaked at $222K in Q1 2019. 934 funds tracked by Wall St. Rank hold VTV as of Q3 2019.

West Coast Financial reported no remaining Vanguard Value ETF position as of Q3 2019 after selling out during the quarter.
West Coast Financial sold 1,866 Vanguard Value ETF shares in Q3 2019, an estimated $207K.
West Coast Financial first reported a position in Vanguard Value ETF in Q4 2018 and held it in 3 quarters.
West Coast Financial's Vanguard Value ETF position peaked at $222K in Q1 2019.
934 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q3 2019.

Based on West Coast Financial's 13F filing for Q3 2019, filed 16 Oct 2019.