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Haverford Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Haverford Financial Services’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
Q1 		– Sell
-1,796
Closed -$229K – 69
2018
Q4 		$229K Buy
+1,796
New +$248K 0.09% 60

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MFRM
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Wealthfront Advisers
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Morgan Stanley
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UBS Group
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Envestnet Asset Management
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Haverford Financial Services's VTI Position: Q1 2019 in Review

Haverford Financial Services sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2019, closing a stake of 1,796 shares — an estimated $229K sold.

Haverford Financial Services first reported a position in VTI in Q4 2018 and held it in 1 quarter. The position peaked at $229K in Q4 2018. 1,280 funds tracked by Wall St. Rank hold VTI as of Q1 2019.

  • Haverford Financial Services reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2019 after selling out during the quarter.
  • Haverford Financial Services sold 1,796 Vanguard Morningstar Total Stock Market ETF shares in Q1 2019, an estimated $229K.
  • Haverford Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and held it in 1 quarter.
  • Haverford Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $229K in Q4 2018.
  • 1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2019.

Based on Haverford Financial Services's 13F filing for Q1 2019, filed 9 May 2019.