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

Sequoia 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
2019 Q4	$1.16M	Sell	7,068 -47,262	-87%	-$7.4M	8.96%	2
2019 Q3	$8.22M	Buy	54,330 +10,988	+25%	+$1.66M	16.79%	1
2019 Q2	$6.58M	Sell	43,342 -4,384	-9%	-$646K	6.24%	6
2019 Q1	$6.91M	Buy	47,726 +8,368	+21%	+$1.17M	5.6%	6
2018 Q4	$5.02M	Buy	39,358 +3,900	+11%	+$538K	4.97%	6
2018 Q3	$5.3M	Buy	35,458 +3,102	+10%	+$457K	4.55%	5
2018 Q2	$4.39M	Buy	32,356 +7,708	+31%	+$1.08M	4.66%	5
2018 Q1	$3.35M	Buy	24,648 +3,792	+18%	+$532K	3.23%	8
2017 Q4	$2.93M	Buy	+20,856	New	+$2.79M	2.65%	10

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

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

Sequoia Wealth Management's VTI Position: Q4 2019 in Review

Sequoia Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 87% in Q4 2019, selling an estimated $7.4M and leaving 7,068 shares worth $1.16M. The position accounts for 8.96% of the portfolio, ranked #2.

Sequoia Wealth Management first reported a position in VTI in Q4 2017 and has held it in 9 quarters since. The position peaked at $8.22M in Q3 2019. 1,557 funds tracked by Wall St. Rank hold VTI as of Q4 2019.

Sequoia Wealth Management held 7,068 shares of Vanguard Total Stock Market ETF worth $1.16M as of Q4 2019.
Sequoia Wealth Management sold 47,262 Vanguard Total Stock Market ETF shares in Q4 2019, an estimated $7.4M.
Vanguard Total Stock Market ETF made up 8.96% of Sequoia Wealth Management's portfolio in Q4 2019, its #2 holding.
Sequoia Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 9 quarters since.
Sequoia Wealth Management's Vanguard Total Stock Market ETF position peaked at $8.22M in Q3 2019.
1,557 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.