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Lighthouse Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lighthouse Financial Advisors’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
2020
Q1 		– Sell
-188
Closed -$30K – 267
2019
Q4 		$30K Buy
+188
New +$29.5K 0.01% 149

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lighthouse Financial Advisors's VTI Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2020, closing a stake of 188 shares — an estimated $30K sold.

Lighthouse Financial Advisors first reported a position in VTI in Q4 2019 and held it in 1 quarter. The position peaked at $30K in Q4 2019. 1,502 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 188 Vanguard Total Stock Market ETF shares in Q1 2020, an estimated $30K.
  • Lighthouse Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Vanguard Total Stock Market ETF position peaked at $30K in Q4 2019.
  • 1,502 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.