Nan Shan Life Insurance’s Vanguard Total Stock Market ETF VTI Stock Holding History

Nan Shan Life Insurance’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 Q1	–	Sell	-53,475	Closed	-$6.83M	–	122
2018 Q4	$6.83M	Sell	53,475 -22,587	-30%	-$3.12M	0.16%	80
2018 Q3	$11.4M	Buy	76,062 +20,829	+38%	+$3.07M	0.22%	72
2018 Q2	$7.76M	Hold	55,233	–	–	0.18%	73
2018 Q1	$7.5M	Sell	55,233 -22,820	-29%	-$3.2M	0.15%	81
2017 Q4	$10.7M	Buy	78,053 +37,893	+94%	+$5.07M	0.28%	57
2017 Q3	$5.2M	Hold	40,160	–	–	0.11%	72
2017 Q2	$5M	Buy	+40,160	New	+$4.95M	0.13%	52

Other funds holding VTI

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

LPL Financial San Diego, California $377B AUM 19.32% 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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nan Shan Life Insurance's VTI Position: Q1 2019 in Review

Nan Shan Life Insurance sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2019, closing a stake of 53,475 shares — an estimated $6.83M sold.

Nan Shan Life Insurance first reported a position in VTI in Q2 2017 and held it in 7 quarters. The position peaked at $11.4M in Q3 2018. 1,279 funds tracked by Wall St. Rank hold VTI as of Q1 2019.

Nan Shan Life Insurance reported no remaining Vanguard Total Stock Market ETF position as of Q1 2019 after selling out during the quarter.
Nan Shan Life Insurance sold 53,475 Vanguard Total Stock Market ETF shares in Q1 2019, an estimated $6.83M.
Nan Shan Life Insurance first reported a position in Vanguard Total Stock Market ETF in Q2 2017 and held it in 7 quarters.
Nan Shan Life Insurance's Vanguard Total Stock Market ETF position peaked at $11.4M in Q3 2018.
1,279 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2019.

Based on Nan Shan Life Insurance's 13F filing for Q1 2019, filed 14 May 2019.