First Western Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

First Western 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
2016 Q1	–	Sell	-5,457	Closed	-$569K	–	112
2015 Q4	$569K	Hold	5,457	–	–	0.18%	93
2015 Q3	$539K	Hold	5,457	–	–	0.18%	95
2015 Q2	$584K	Hold	5,457	–	–	0.19%	99
2015 Q1	$585K	Hold	5,457	–	–	0.18%	102
2014 Q4	$578K	Hold	5,457	–	–	0.17%	109
2014 Q3	$552K	Buy	+5,457	New	+$558K	0.16%	116

Other funds holding VTI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

First Western Capital Management's VTI Position: Q1 2016 in Review

First Western Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2016, closing a stake of 5,457 shares — an estimated $569K sold.

First Western Capital Management first reported a position in VTI in Q3 2014 and held it in 6 quarters. The position peaked at $585K in Q1 2015. 725 funds tracked by Wall St. Rank hold VTI as of Q1 2016.

First Western Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2016 after selling out during the quarter.
First Western Capital Management sold 5,457 Vanguard Total Stock Market ETF shares in Q1 2016, an estimated $569K.
First Western Capital Management first reported a position in Vanguard Total Stock Market ETF in Q3 2014 and held it in 6 quarters.
First Western Capital Management's Vanguard Total Stock Market ETF position peaked at $585K in Q1 2015.
725 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2016.

Based on First Western Capital Management's 13F filing for Q1 2016, filed 20 Apr 2016.