BHK Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BHK Investment Advisors’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
2019 Q4	–	Sell	-3,082	Closed	-$465K	–	81
2019 Q3	$465K	Sell	3,082 -36	-1%	-$5.43K	0.27%	50
2019 Q2	$468K	Sell	3,118 -40	-1%	-$5.89K	0.27%	53
2019 Q1	$457K	Sell	3,158 -224	-7%	-$31.3K	0.28%	52
2018 Q4	$432K	Sell	3,382 -651	-16%	-$89.9K	0.32%	35
2018 Q3	$604K	Buy	4,033 +175	+5%	+$25.8K	0.41%	33
2018 Q2	$542K	Buy	3,858 +543	+16%	+$75.8K	0.38%	30
2018 Q1	$450K	Buy	3,315 +100	+3%	+$14K	0.33%	35
2017 Q4	$441K	Buy	+3,215	New	+$430K	0.37%	32

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MFRM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BHK Investment Advisors's VTI Position: Q4 2019 in Review

BHK Investment Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2019, closing a stake of 3,082 shares — an estimated $465K sold.

BHK Investment Advisors first reported a position in VTI in Q4 2017 and held it in 8 quarters. The position peaked at $604K in Q3 2018. 1,559 funds tracked by Wall St. Rank hold VTI as of Q4 2019.

BHK Investment Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2019 after selling out during the quarter.
BHK Investment Advisors sold 3,082 Vanguard Morningstar Total Stock Market ETF shares in Q4 2019, an estimated $465K.
BHK Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and held it in 8 quarters.
BHK Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $604K in Q3 2018.
1,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2019.

Based on BHK Investment Advisors's 13F filing for Q4 2019, filed 11 Feb 2020.