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West Coast Financial’s Vanguard Morningstar 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
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

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

West Coast Financial sold out of Vanguard Morningstar 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. 935 funds tracked by Wall St. Rank hold VTV as of Q3 2019.

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

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