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Allred Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Allred Capital 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
2021
Q2 		– Sell
-251
Closed -$51.9K – 755
2021
Q1 		$51.9K Buy
+251
New +$50.8K 0.02% 375
2020
Q1 		– Sell
-140
Closed -$22.9K – 709
2019
Q4 		$22.9K Buy
+140
New +$21.9K 0.01% 454

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
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Allred Capital Management's VTI Position: Q2 2021 in Review

Allred Capital Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2021, closing a stake of 251 shares — an estimated $51.9K sold.

Allred Capital Management first reported a position in VTI in Q4 2019 and held it in 2 quarters. The position peaked at $51.9K in Q1 2021. 1,866 funds tracked by Wall St. Rank hold VTI as of Q2 2021.

  • Allred Capital Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2021 after selling out during the quarter.
  • Allred Capital Management sold 251 Vanguard Morningstar Total Stock Market ETF shares in Q2 2021, an estimated $51.9K.
  • Allred Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and held it in 2 quarters.
  • Allred Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $51.9K in Q1 2021.
  • 1,866 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.