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Lourd Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lourd Capital’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
2019
Q2 		$2.99M Buy
19,895
+98
+0.5% +$14.4K 0.28% 17
2019
Q1 		$2.87M Buy
19,797
+2,980
+18% +$416K 0.28% 16
2018
Q4 		$2.15M Hold
16,817
– – 0.17% 28
2018
Q3 		$2.52M Buy
16,817
+270
+2% +$39.7K 0.16% 28
2018
Q2 		$2.32M Hold
16,547
– – 0.33% 26
2018
Q1 		$2.25M Sell
16,547
-9
-0.1% -$1.26K 0.3% 29
2017
Q4 		$2.27M Sell
16,556
-732
-4% -$98K 0.15% 29
2017
Q3 		$2.24M Buy
+17,288
New +$2.19M 0.2% 18
2017
Q2 		– Sell
-17,288
Closed -$2.1M – 114
2017
Q1 		$2.1M Buy
17,288
+12
+0.1% +$1.44K 0.2% 19
2016
Q4 		$1.99M Buy
17,276
+384
+2% +$43.2K 0.2% 19
2016
Q3 		$1.88M Buy
16,892
+37
+0.2% +$4.1K 0.21% 20
2016
Q2 		$1.81M Hold
16,855
– – 0.51% 21
2016
Q1 		$1.77M Sell
16,855
-9,106
-35% -$903K 0.19% 22
2015
Q4 		$2.71M Buy
25,961
+721
+3% +$75.9K 0.28% 21
2015
Q3 		$2.49M Hold
25,240
– – 0.27% 22
2015
Q2 		$2.7M Sell
25,240
-1,009
-4% -$110K 0.28% 22
2015
Q1 		$2.81M Buy
26,249
+6,375
+32% +$681K 0.27% 22
2014
Q4 		$2.11M Hold
19,874
– – 0.2% 24
2014
Q3 		$2.01M Hold
19,874
– – 0.2% 23
2014
Q2 		$2.02M Sell
19,874
-6,910
-26% -$681K 0.21% 22
2014
Q1 		$2.61M Sell
26,784
-885
-3% -$84.7K 0.29% 19
2013
Q4 		$2.65M Buy
27,669
+245
+0.9% +$22.5K 0.29% 20
2013
Q3 		$2.4M Buy
+27,424
New +$2.38M 0.28% 20

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lourd Capital's VTI Position: Q2 2019 in Review

Lourd Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.5% in Q2 2019, buying an estimated $14.4K and bringing the position to 19,895 shares worth $2.99M. The position accounts for 0.28% of the portfolio, ranked #17.

Lourd Capital first reported a position in VTI in Q3 2013 and has held it in 23 quarters since. 1,307 funds tracked by Wall St. Rank hold VTI as of Q2 2019.

  • Lourd Capital held 19,895 shares of Vanguard Morningstar Total Stock Market ETF worth $2.99M as of Q2 2019.
  • Lourd Capital bought 98 Vanguard Morningstar Total Stock Market ETF shares in Q2 2019, an estimated $14.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.28% of Lourd Capital's portfolio in Q2 2019, its #17 holding.
  • Lourd Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2013 and has held it in 23 quarters since.
  • 1,307 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.