McGuire Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

McGuire Investment Group’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	-3,003	Closed	-$491K	–	93
2019 Q4	$491K	Hold	3,003	–	–	0.15%	65
2019 Q3	$453K	Hold	3,003	–	–	0.15%	67
2019 Q2	$451K	Sell	3,003 -64	-2%	-$9.43K	0.14%	67
2019 Q1	$444K	Sell	3,067 -250	-8%	-$34.9K	0.15%	72
2018 Q4	$423K	Buy	+3,317	New	+$458K	0.16%	68

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

McGuire Investment Group's VTI Position: Q1 2020 in Review

McGuire Investment Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2020, closing a stake of 3,003 shares — an estimated $491K sold.

McGuire Investment Group first reported a position in VTI in Q4 2018 and held it in 5 quarters. The position peaked at $491K in Q4 2019. 1,503 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

McGuire Investment Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2020 after selling out during the quarter.
McGuire Investment Group sold 3,003 Vanguard Morningstar Total Stock Market ETF shares in Q1 2020, an estimated $491K.
McGuire Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and held it in 5 quarters.
McGuire Investment Group's Vanguard Morningstar Total Stock Market ETF position peaked at $491K in Q4 2019.
1,503 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2020.

Based on McGuire Investment Group's 13F filing for Q1 2020, filed 2 Apr 2020.