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Patriot Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Patriot Wealth 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
2017
Q3 		– Sell
-1,708
Closed -$213K – 89
2017
Q2 		$213K Sell
1,708
-46
-3% -$5.67K 0.04% 76
2017
Q1 		$213K Sell
1,754
-580
-25% -$69.5K 0.03% 68
2016
Q4 		$269K Buy
2,334
+2
+0.1% +$225 0.05% 64
2016
Q3 		$260K Sell
2,332
-219
-9% -$24.3K 0.05% 67
2016
Q2 		$273K Sell
2,551
-1,706
-40% -$181K 0.05% 69
2016
Q1 		$446K Sell
4,257
-73
-2% -$7.24K 0.09% 68
2015
Q4 		$452K Sell
4,330
-106
-2% -$11.2K 0.09% 66
2015
Q3 		$438K Buy
4,436
+335
+8% +$35.2K 0.1% 62
2015
Q2 		$439K Sell
4,101
-308
-7% -$33.6K 0.1% 59
2015
Q1 		$473K Buy
4,409
+625
+17% +$66.8K 0.11% 60
2014
Q4 		$401K Buy
3,784
+1,067
+39% +$110K 0.09% 59
2014
Q3 		$275K Sell
2,717
-699
-20% -$71.5K 0.07% 60
2014
Q2 		$348K Buy
3,416
+471
+16% +$46.4K 0.09% 58
2014
Q1 		$287K Buy
+2,945
New +$282K 0.08% 58

Other funds holding VTI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Patriot Wealth Management's VTI Position: Q3 2017 in Review

Patriot Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2017, closing a stake of 1,708 shares — an estimated $213K sold.

Patriot Wealth Management first reported a position in VTI in Q1 2014 and held it in 14 quarters. The position peaked at $473K in Q1 2015. 941 funds tracked by Wall St. Rank hold VTI as of Q3 2017.

  • Patriot Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q3 2017 after selling out during the quarter.
  • Patriot Wealth Management sold 1,708 Vanguard Total Stock Market ETF shares in Q3 2017, an estimated $213K.
  • Patriot Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2014 and held it in 14 quarters.
  • Patriot Wealth Management's Vanguard Total Stock Market ETF position peaked at $473K in Q1 2015.
  • 941 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2017.

Based on Patriot Wealth Management's 13F filing for Q3 2017, filed 3 Nov 2017.