MacNealy Hoover Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

MacNealy Hoover Investment Management’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
2016 Q4	–	Sell	-3,300	Closed	-$367K	–	79
2016 Q3	$367K	Hold	3,300	–	–	0.3%	69
2016 Q2	$354K	Sell	3,300 -20,725	-86%	-$2.2M	0.29%	73
2016 Q1	$2.52M	Hold	24,025	–	–	2.05%	13
2015 Q4	$2.51M	Hold	24,025	–	–	2.11%	13
2015 Q3	$2.37M	Hold	24,025	–	–	2.13%	12
2015 Q2	$2.57M	Hold	24,025	–	–	2.11%	12
2015 Q1	$2.58M	Sell	24,025 -300	-1%	-$32K	2.23%	10
2014 Q4	$2.58M	Sell	24,325 -75	-0.3%	-$7.76K	2.2%	9
2014 Q3	$2.47M	Hold	24,400	–	–	2.17%	10
2014 Q2	$2.48M	Buy	24,400 +1,350	+6%	+$133K	2.18%	10
2014 Q1	$2.25M	Buy	23,050 +50	+0.2%	+$4.79K	2.01%	12
2013 Q4	$2.21M	Buy	+23,000	New	+$2.12M	2.05%	11

Other funds holding VTI

MFRM

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

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

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MacNealy Hoover Investment Management's VTI Position: Q4 2016 in Review

MacNealy Hoover Investment Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2016, closing a stake of 3,300 shares — an estimated $367K sold.

MacNealy Hoover Investment Management first reported a position in VTI in Q4 2013 and held it in 12 quarters. The position peaked at $2.58M in Q4 2014. 881 funds tracked by Wall St. Rank hold VTI as of Q4 2016.

MacNealy Hoover Investment Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2016 after selling out during the quarter.
MacNealy Hoover Investment Management sold 3,300 Vanguard Morningstar Total Stock Market ETF shares in Q4 2016, an estimated $367K.
MacNealy Hoover Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and held it in 12 quarters.
MacNealy Hoover Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.58M in Q4 2014.
881 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2016.

Based on MacNealy Hoover Investment Management's 13F filing for Q4 2016, filed 18 Jan 2017.