Lee Capital Holdings’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lee Capital Holdings’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
2021 Q1	–	Sell	-5,311	Closed	-$1.03M	–	111
2020 Q4	$1.03M	Buy	5,311 +3,668	+223%	+$670K	0.61%	46
2020 Q3	$280K	Buy	+1,643	New	+$276K	0.16%	55

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MFRM

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

Lee Capital Holdings's VTI Position: Q1 2021 in Review

Lee Capital Holdings sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2021, closing a stake of 5,311 shares — an estimated $1.03M sold.

Lee Capital Holdings first reported a position in VTI in Q3 2020 and held it in 2 quarters. The position peaked at $1.03M in Q4 2020. 1,819 funds tracked by Wall St. Rank hold VTI as of Q1 2021.

Lee Capital Holdings reported no remaining Vanguard Total Stock Market ETF position as of Q1 2021 after selling out during the quarter.
Lee Capital Holdings sold 5,311 Vanguard Total Stock Market ETF shares in Q1 2021, an estimated $1.03M.
Lee Capital Holdings first reported a position in Vanguard Total Stock Market ETF in Q3 2020 and held it in 2 quarters.
Lee Capital Holdings's Vanguard Total Stock Market ETF position peaked at $1.03M in Q4 2020.
1,819 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2021.

Based on Lee Capital Holdings's 13F filing for Q1 2021, filed 14 May 2021.