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MFA Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

MFA Wealth Advisors’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
Q3 		– Sell
-70
Closed -$11K – 226
2020
Q2 		$11K Buy
+70
New +$10.3K 0.01% 151
2020
Q1 		– Sell
-33,795
Closed -$5.53M – 65
2019
Q4 		$5.53M Buy
+33,795
New +$5.29M 4.01% 11

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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MFA Wealth Advisors's VTI Position: Q3 2020 in Review

MFA Wealth Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2020, closing a stake of 70 shares — an estimated $11K sold.

MFA Wealth Advisors first reported a position in VTI in Q4 2019 and held it in 2 quarters. The position peaked at $5.53M in Q4 2019. 1,559 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

  • MFA Wealth Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q3 2020 after selling out during the quarter.
  • MFA Wealth Advisors sold 70 Vanguard Total Stock Market ETF shares in Q3 2020, an estimated $11K.
  • MFA Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 2 quarters.
  • MFA Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $5.53M in Q4 2019.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.