Lehman Financial Resources’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-57,209	Closed	-$5.65M	–	345
2015 Q3	$5.65M	Buy	57,209 +100	+0.2%	+$10.5K	2.88%	7
2015 Q2	$6.11M	Hold	57,109	–	–	2.96%	6
2015 Q1	$6.13M	Hold	57,109	–	–	2.81%	8
2014 Q4	$6.05M	Buy	57,109 +31,640	+124%	+$3.27M	2.97%	6
2014 Q3	$2.58M	Buy	25,469 +25,000	+5,330%	+$2.56M	1.35%	22
2014 Q2	$48K	Hold	469	–	–	0.02%	149
2014 Q1	$46K	Hold	469	–	–	0.02%	146
2013 Q4	$45K	Hold	469	–	–	0.03%	138
2013 Q3	$41K	Hold	469	–	–	0.03%	135
2013 Q2	$39K	Buy	+469	New	+$38.9K	0.03%	118

Other funds holding VTI

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

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

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

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

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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Lehman Financial Resources's VTI Position: Q4 2015 in Review

Lehman Financial Resources sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2015, closing a stake of 57,209 shares — an estimated $5.65M sold.

Lehman Financial Resources first reported a position in VTI in Q2 2013 and held it in 10 quarters. The position peaked at $6.13M in Q1 2015. 711 funds tracked by Wall St. Rank hold VTI as of Q4 2015.

Lehman Financial Resources reported no remaining Vanguard Total Stock Market ETF position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 57,209 Vanguard Total Stock Market ETF shares in Q4 2015, an estimated $5.65M.
Lehman Financial Resources first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Vanguard Total Stock Market ETF position peaked at $6.13M in Q1 2015.
711 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.