SevenBridge Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-5,309	Closed	-$92K	–	564
2019 Q2	$92K	Buy	5,309 +5,296	+40,738%	+$780K	0.03%	212
2019 Q1	$2K	Buy	+13	New	+$1.81K	﹤0.01%	572

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

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

SevenBridge Financial Group's VTI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2019, closing a stake of 5,309 shares — an estimated $92K sold.

SevenBridge Financial Group first reported a position in VTI in Q1 2019 and held it in 2 quarters. The position peaked at $92K in Q2 2019. 1,314 funds tracked by Wall St. Rank hold VTI as of Q3 2019.

SevenBridge Financial Group reported no remaining Vanguard Total Stock Market ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 5,309 Vanguard Total Stock Market ETF shares in Q3 2019, an estimated $92K.
SevenBridge Financial Group first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and held it in 2 quarters.
SevenBridge Financial Group's Vanguard Total Stock Market ETF position peaked at $92K in Q2 2019.
1,314 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.