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Adams Wealth Management’s Vanguard Morningstar 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 $59.1B AUM 18.41% 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 $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $860B AUM 41.15% 1-Year Est. Return

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

Adams Wealth Management sold out of Vanguard Morningstar 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. 1,773 funds tracked by Wall St. Rank hold VTI as of Q4 2020.

  • Adams Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2020 after selling out during the quarter.
  • Adams Wealth Management sold 100 Vanguard Morningstar Total Stock Market ETF shares in Q4 2020, an estimated $17K.
  • Adams Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and held it in 1 quarter.
  • Adams Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $17K in Q3 2020.
  • 1,773 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2020.

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