Formidable Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Formidable Asset 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
2015 Q4	–	Sell	-100	Closed	-$9K	–	604
2015 Q3	$9K	Hold	100	–	–	0.01%	425
2015 Q2	$11K	Hold	100	–	–	0.01%	351
2015 Q1	$11K	Hold	100	–	–	0.01%	342
2014 Q4	$11K	Hold	100	–	–	0.01%	327
2014 Q3	$10K	Hold	100	–	–	0.01%	334
2014 Q2	$10K	Hold	100	–	–	0.01%	356
2014 Q1	$10K	Hold	100	–	–	0.01%	328
2013 Q4	$9K	Hold	100	–	–	0.01%	355
2013 Q3	$9K	Buy	+100	New	+$8.69K	0.01%	324

Other funds holding VTI

MFRM

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

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

WIM

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

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

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

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

WCM

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

Formidable Asset Management's VTI Position: Q4 2015 in Review

Formidable Asset Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2015, closing a stake of 100 shares — an estimated $9K sold.

Formidable Asset Management first reported a position in VTI in Q3 2013 and held it in 9 quarters. The position peaked at $11K in Q2 2015. 711 funds tracked by Wall St. Rank hold VTI as of Q4 2015.

Formidable Asset Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2015 after selling out during the quarter.
Formidable Asset Management sold 100 Vanguard Total Stock Market ETF shares in Q4 2015, an estimated $9K.
Formidable Asset Management first reported a position in Vanguard Total Stock Market ETF in Q3 2013 and held it in 9 quarters.
Formidable Asset Management's Vanguard Total Stock Market ETF position peaked at $11K in Q2 2015.
711 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2015.

Based on Formidable Asset Management's 13F filing for Q4 2015, filed 2 Feb 2016.