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Fulcrum Equity Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Fulcrum Equity 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
2019
Q4 		– Sell
-1,084
Closed -$164K – 226
2019
Q3 		$164K Buy
+1,084
New +$163K 0.08% 87

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fulcrum Equity Management's VTI Position: Q4 2019 in Review

Fulcrum Equity Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2019, closing a stake of 1,084 shares — an estimated $164K sold.

Fulcrum Equity Management first reported a position in VTI in Q3 2019 and held it in 1 quarter. The position peaked at $164K in Q3 2019. 1,557 funds tracked by Wall St. Rank hold VTI as of Q4 2019.

  • Fulcrum Equity Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2019 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,084 Vanguard Total Stock Market ETF shares in Q4 2019, an estimated $164K.
  • Fulcrum Equity Management first reported a position in Vanguard Total Stock Market ETF in Q3 2019 and held it in 1 quarter.
  • Fulcrum Equity Management's Vanguard Total Stock Market ETF position peaked at $164K in Q3 2019.
  • 1,557 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.