Benson Investment Management Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Benson Investment Management Company’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
2018 Q3	–	Sell	-700	Closed	-$98K	–	75
2018 Q2	$98K	Hold	700	–	–	0.08%	49
2018 Q1	$95K	Buy	+700	New	+$98.2K	0.08%	53
2017 Q4	–	Sell	-700	Closed	-$91K	–	94
2017 Q3	$91K	Hold	700	–	–	0.08%	61
2017 Q2	$87K	Hold	700	–	–	0.08%	62
2017 Q1	$85K	Hold	700	–	–	0.08%	59
2016 Q4	$81K	Buy	+700	New	+$78.7K	0.08%	60

Other funds holding VTI

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

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

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

MFRM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Benson Investment Management Company's VTI Position: Q3 2018 in Review

Benson Investment Management Company sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2018, closing a stake of 700 shares — an estimated $98K sold.

Benson Investment Management Company first reported a position in VTI in Q4 2016 and held it in 6 quarters. The position peaked at $98K in Q2 2018. 1,143 funds tracked by Wall St. Rank hold VTI as of Q3 2018.

Benson Investment Management Company reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2018 after selling out during the quarter.
Benson Investment Management Company sold 700 Vanguard Morningstar Total Stock Market ETF shares in Q3 2018, an estimated $98K.
Benson Investment Management Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and held it in 6 quarters.
Benson Investment Management Company's Vanguard Morningstar Total Stock Market ETF position peaked at $98K in Q2 2018.
1,143 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2018.

Based on Benson Investment Management Company's 13F filing for Q3 2018, filed 4 Oct 2018.