AWM
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Adams Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Adams Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$17K – 334
2020
Q3 		$17K Buy
+100
New +$16.8K 0.01% 158

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Adams Wealth Management's VTI Position: Q4 2020 in Review

Adams Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2020, closing a stake of 100 shares — an estimated $17K sold.

Adams Wealth Management first reported a position in VTI in Q3 2020 and held it in 1 quarter. The position peaked at $17K in Q3 2020. 1,771 funds tracked by Wall St. Rank hold VTI as of Q4 2020.

  • Adams Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 100 Vanguard Total Stock Market ETF shares in Q4 2020, an estimated $17K.
  • Adams Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Vanguard Total Stock Market ETF position peaked at $17K in Q3 2020.
  • 1,771 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.