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Midwest Professional Planners Ltd (MPPL)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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
2018
Q3 		– Sell
-429
Closed -$60K – 290
2018
Q2 		$60K Buy
429
+157
+58% +$21.9K 0.05% 137
2018
Q1 		$37K Sell
272
-2
-0.7% -$280 0.03% 155
2017
Q4 		$38K Buy
+274
New +$36.7K 0.03% 154

Other funds holding VTI

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL)'s VTI Position: Q3 2018 in Review

Midwest Professional Planners Ltd (MPPL) sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2018, closing a stake of 429 shares — an estimated $60K sold.

Midwest Professional Planners Ltd (MPPL) first reported a position in VTI in Q4 2017 and held it in 3 quarters. The position peaked at $60K in Q2 2018. 1,142 funds tracked by Wall St. Rank hold VTI as of Q3 2018.

  • Midwest Professional Planners Ltd (MPPL) reported no remaining Vanguard Total Stock Market ETF position as of Q3 2018 after selling out during the quarter.
  • Midwest Professional Planners Ltd (MPPL) sold 429 Vanguard Total Stock Market ETF shares in Q3 2018, an estimated $60K.
  • Midwest Professional Planners Ltd (MPPL) first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and held it in 3 quarters.
  • Midwest Professional Planners Ltd (MPPL)'s Vanguard Total Stock Market ETF position peaked at $60K in Q2 2018.
  • 1,142 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2018.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q3 2018, filed 13 Nov 2018.