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MBM Wealth Consultants’s Vanguard Total Stock Market ETF VTI Stock Holding History

MBM Wealth Consultants’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
Q4 		– Sell
-36
Closed -$5K – 220
2019
Q3 		$5K Sell
36
-36
-50% -$5.43K ﹤0.01% 185
2019
Q2 		$11K Sell
72
-16
-18% -$2.36K 0.01% 166
2019
Q1 		$13K Sell
88
-344
-80% -$48K 0.01% 165
2018
Q4 		$55K Buy
+432
New +$59.6K 0.05% 128

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
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MBM Wealth Consultants's VTI Position: Q4 2019 in Review

MBM Wealth Consultants sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2019, closing a stake of 36 shares — an estimated $5K sold.

MBM Wealth Consultants first reported a position in VTI in Q4 2018 and held it in 4 quarters. The position peaked at $55K in Q4 2018. 1,557 funds tracked by Wall St. Rank hold VTI as of Q4 2019.

  • MBM Wealth Consultants reported no remaining Vanguard Total Stock Market ETF position as of Q4 2019 after selling out during the quarter.
  • MBM Wealth Consultants sold 36 Vanguard Total Stock Market ETF shares in Q4 2019, an estimated $5K.
  • MBM Wealth Consultants first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and held it in 4 quarters.
  • MBM Wealth Consultants's Vanguard Total Stock Market ETF position peaked at $55K in Q4 2018.
  • 1,557 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2019.

Based on MBM Wealth Consultants's 13F filing for Q4 2019, filed 11 Feb 2020.