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Leonetti & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Leonetti & Associates’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
2018
Q4 		– Sell
-1,470
Closed -$220K – 38
2018
Q3 		$220K Hold
1,470
– – 0.06% 36
2018
Q2 		$206K Buy
+1,470
New +$205K 0.06% 37
2018
Q1 		– Sell
-1,470
Closed -$202K – 43
2017
Q4 		$202K Buy
+1,470
New +$197K 0.05% 40

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Leonetti & Associates's VTI Position: Q4 2018 in Review

Leonetti & Associates sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2018, closing a stake of 1,470 shares — an estimated $220K sold.

Leonetti & Associates first reported a position in VTI in Q4 2017 and held it in 3 quarters. The position peaked at $220K in Q3 2018. 1,236 funds tracked by Wall St. Rank hold VTI as of Q4 2018.

  • Leonetti & Associates reported no remaining Vanguard Total Stock Market ETF position as of Q4 2018 after selling out during the quarter.
  • Leonetti & Associates sold 1,470 Vanguard Total Stock Market ETF shares in Q4 2018, an estimated $220K.
  • Leonetti & Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and held it in 3 quarters.
  • Leonetti & Associates's Vanguard Total Stock Market ETF position peaked at $220K in Q3 2018.
  • 1,236 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2018.

Based on Leonetti & Associates's 13F filing for Q4 2018, filed 19 Feb 2019.