LBA Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

LBA Wealth 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
2017 Q1	$304K	Buy	2,505 +200	+9%	+$24K	0.16%	87
2016 Q4	$266K	Buy	2,305 +25	+1%	+$2.81K	0.15%	92
2016 Q3	$254K	Buy	2,280 +310	+16%	+$34.4K	0.14%	98
2016 Q2	$211K	Buy	1,970 +1,085	+123%	+$115K	0.12%	102
2016 Q1	$93K	Buy	885 +535	+153%	+$53K	0.05%	157
2015 Q4	$37K	Buy	350 +50	+17%	+$5.27K	0.02%	219
2015 Q3	$30K	Buy	+300	New	+$31.5K	0.02%	206

Other funds holding VTI

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

LBA Wealth Management's VTI Position: Q1 2017 in Review

LBA Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 8.7% in Q1 2017, buying an estimated $24K and bringing the position to 2,505 shares worth $304K. The position accounts for 0.16% of the portfolio, ranked #87.

LBA Wealth Management first reported a position in VTI in Q3 2015 and has held it in 7 quarters since. 900 funds tracked by Wall St. Rank hold VTI as of Q1 2017.

LBA Wealth Management held 2,505 shares of Vanguard Total Stock Market ETF worth $304K as of Q1 2017.
LBA Wealth Management bought 200 Vanguard Total Stock Market ETF shares in Q1 2017, an estimated $24K.
Vanguard Total Stock Market ETF made up 0.16% of LBA Wealth Management's portfolio in Q1 2017, its #87 holding.
LBA Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2015 and has held it in 7 quarters since.
900 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.