Arbor Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Arbor 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
2021 Q3	–	Sell	-913	Closed	-$203K	–	55
2021 Q2	$203K	Buy	+913	New	+$198K	0.05%	51

Other funds holding VTI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Arbor Wealth Management's VTI Position: Q3 2021 in Review

Arbor Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2021, closing a stake of 913 shares — an estimated $203K sold.

Arbor Wealth Management first reported a position in VTI in Q2 2021 and held it in 1 quarter. The position peaked at $203K in Q2 2021. 1,900 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

Arbor Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2021 after selling out during the quarter.
Arbor Wealth Management sold 913 Vanguard Morningstar Total Stock Market ETF shares in Q3 2021, an estimated $203K.
Arbor Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and held it in 1 quarter.
Arbor Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $203K in Q2 2021.
1,900 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2021.

Based on Arbor Wealth Management's 13F filing for Q3 2021, filed 19 Oct 2021.