Atlas Private Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Atlas Private 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 Q1	–	Sell	-20	Closed	-$4K	–	436
2020 Q4	$4K	Buy	+20	New	+$3.66K	﹤0.01%	342
2020 Q2	–	Sell	-14	Closed	-$2K	–	493
2020 Q1	$2K	Hold	14	–	–	﹤0.01%	419
2019 Q4	$2K	Buy	+14	New	+$2.19K	﹤0.01%	441

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

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Atlas Private Wealth Management's VTI Position: Q1 2021 in Review

Atlas Private Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2021, closing a stake of 20 shares — an estimated $4K sold.

Atlas Private Wealth Management first reported a position in VTI in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 1,819 funds tracked by Wall St. Rank hold VTI as of Q1 2021.

Atlas Private Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 20 Vanguard Total Stock Market ETF shares in Q1 2021, an estimated $4K.
Atlas Private Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 3 quarters.
Atlas Private Wealth Management's Vanguard Total Stock Market ETF position peaked at $4K in Q4 2020.
1,819 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2021.

Based on Atlas Private Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.