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Marietta Investment Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Marietta Investment Partners’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
2014
Q1 		– Sell
-2,166
Closed -$208K – 137
2013
Q4 		$208K Buy
+2,166
New +$199K 0.08% 130

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WIM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Marietta Investment Partners's VTI Position: Q1 2014 in Review

Marietta Investment Partners sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2014, closing a stake of 2,166 shares — an estimated $208K sold.

Marietta Investment Partners first reported a position in VTI in Q4 2013 and held it in 1 quarter. The position peaked at $208K in Q4 2013. 517 funds tracked by Wall St. Rank hold VTI as of Q1 2014.

  • Marietta Investment Partners reported no remaining Vanguard Total Stock Market ETF position as of Q1 2014 after selling out during the quarter.
  • Marietta Investment Partners sold 2,166 Vanguard Total Stock Market ETF shares in Q1 2014, an estimated $208K.
  • Marietta Investment Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and held it in 1 quarter.
  • Marietta Investment Partners's Vanguard Total Stock Market ETF position peaked at $208K in Q4 2013.
  • 517 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2014.

Based on Marietta Investment Partners's 13F filing for Q1 2014, filed 9 May 2014.