RPg Family Wealth Advisory’s Vanguard Total Stock Market ETF VTI Stock Holding History

RPg Family Wealth Advisory’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 Q4	–	Sell	-118	Closed	-$17.7K	–	271
2018 Q3	$17.7K	Buy	+118	New	+$17.4K	0.01%	191
2016 Q1	–	Sell	-766	Closed	-$79.9K	–	297
2015 Q4	$79.9K	Buy	+766	New	+$80.7K	0.07%	70

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

RPg Family Wealth Advisory's VTI Position: Q4 2018 in Review

RPg Family Wealth Advisory sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2018, closing a stake of 118 shares — an estimated $17.7K sold.

RPg Family Wealth Advisory first reported a position in VTI in Q4 2015 and held it in 2 quarters. The position peaked at $79.9K in Q4 2015. 1,236 funds tracked by Wall St. Rank hold VTI as of Q4 2018.

RPg Family Wealth Advisory reported no remaining Vanguard Total Stock Market ETF position as of Q4 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 118 Vanguard Total Stock Market ETF shares in Q4 2018, an estimated $17.7K.
RPg Family Wealth Advisory first reported a position in Vanguard Total Stock Market ETF in Q4 2015 and held it in 2 quarters.
RPg Family Wealth Advisory's Vanguard Total Stock Market ETF position peaked at $79.9K in Q4 2015.
1,236 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.