PacWest Financial Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

PacWest Financial Management’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
2016 Q4	$2.27M	Hold	1,967	–	–	0.13%	78
2016 Q3	$219K	Hold	1,967	–	–	0.13%	76
2016 Q2	$211K	Sell	1,967 -27	-1%	-$2.86K	0.13%	78
2016 Q1	$209K	Buy	1,994 +27	+1%	+$2.68K	0.13%	81
2015 Q4	$205K	Buy	+1,967	New	+$207K	0.14%	83
2014 Q2	–	Sell	-4,148	Closed	-$404K	–	90
2014 Q1	$404K	Sell	4,148 -6,778	-62%	-$649K	0.31%	75
2013 Q4	$1.05K	Buy	+10,926	New	+$1.01M	0.32%	54

Other funds holding VTI

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

PacWest Financial Management's VTI Position: Q4 2016 in Review

PacWest Financial Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q4 2016 at 1,967 shares worth $2.27M. The position accounts for 0.13% of the portfolio, ranked #78.

PacWest Financial Management first reported a position in VTI in Q4 2013 and has held it in 7 quarters since. 881 funds tracked by Wall St. Rank hold VTI as of Q4 2016.

PacWest Financial Management held 1,967 shares of Vanguard Morningstar Total Stock Market ETF worth $2.27M as of Q4 2016.
PacWest Financial Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2016.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of PacWest Financial Management's portfolio in Q4 2016, its #78 holding.
PacWest Financial Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 7 quarters since.
881 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2016.

Based on PacWest Financial Management's 13F filing for Q4 2016, filed 10 Jan 2017.