Point View Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Point View 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
2020 Q4	$333K	Sell	1,713 -743	-30%	-$136K	0.14%	192
2020 Q3	$418K	Sell	2,456 -229	-9%	-$38.5K	0.2%	151
2020 Q2	$420K	Hold	2,685	–	–	0.2%	151
2020 Q1	$346K	Buy	2,685 +1,186	+79%	+$183K	0.19%	160
2019 Q4	$245K	Hold	1,499	–	–	0.1%	225
2019 Q3	$226K	Hold	1,499	–	–	0.1%	228
2019 Q2	$225K	Buy	+1,499	New	+$221K	0.1%	234

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFRM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Point View Wealth Management's VTI Position: Q4 2020 in Review

Point View Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 30% in Q4 2020, selling an estimated $136K and leaving 1,713 shares worth $333K. The position accounts for 0.14% of the portfolio, ranked #192.

Point View Wealth Management first reported a position in VTI in Q2 2019 and has held it in 7 quarters since. The position peaked at $420K in Q2 2020. 1,772 funds tracked by Wall St. Rank hold VTI as of Q4 2020.

Point View Wealth Management held 1,713 shares of Vanguard Morningstar Total Stock Market ETF worth $333K as of Q4 2020.
Point View Wealth Management sold 743 Vanguard Morningstar Total Stock Market ETF shares in Q4 2020, an estimated $136K.
Vanguard Morningstar Total Stock Market ETF made up 0.14% of Point View Wealth Management's portfolio in Q4 2020, its #192 holding.
Point View Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 7 quarters since.
Point View Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $420K in Q2 2020.
1,772 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.