Guidant Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Guidant Wealth 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 Q3	$1.76M	Sell	11,685 -672	-5%	-$101K	0.66%	36
2019 Q2	$1.85M	Sell	12,357 -1,433	-10%	-$211K	0.72%	31
2019 Q1	$2M	Sell	13,790 -645	-4%	-$90K	0.78%	30
2018 Q4	$1.84M	Buy	+14,435	New	+$1.99M	0.86%	31
2017 Q3	–	Sell	-17,336	Closed	-$2.16M	–	236
2017 Q2	$2.16M	Sell	17,336 -1,518	-8%	-$187K	1.11%	29
2017 Q1	$2.27M	Sell	18,854 -3,368	-15%	-$403K	1.19%	29
2016 Q4	$2.6M	Sell	22,222 -5,437	-20%	-$612K	1.48%	27
2016 Q3	$3.06M	Buy	+27,659	New	+$3.07M	1.88%	19

Other funds holding VTI

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Guidant Wealth Advisors's VTI Position: Q3 2019 in Review

Guidant Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 5.4% in Q3 2019, selling an estimated $101K and leaving 11,685 shares worth $1.76M. The position accounts for 0.66% of the portfolio, ranked #36.

Guidant Wealth Advisors first reported a position in VTI in Q3 2016 and has held it in 8 quarters since. The position peaked at $3.06M in Q3 2016. 1,314 funds tracked by Wall St. Rank hold VTI as of Q3 2019.

Guidant Wealth Advisors held 11,685 shares of Vanguard Total Stock Market ETF worth $1.76M as of Q3 2019.
Guidant Wealth Advisors sold 672 Vanguard Total Stock Market ETF shares in Q3 2019, an estimated $101K.
Vanguard Total Stock Market ETF made up 0.66% of Guidant Wealth Advisors's portfolio in Q3 2019, its #36 holding.
Guidant Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2016 and has held it in 8 quarters since.
Guidant Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $3.06M in Q3 2016.
1,314 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.