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

Signature Wealth Management 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
2018 Q4	–	Sell	-200	Closed	-$27K	–	292
2018 Q3	$27K	Hold	200	–	–	0.02%	135
2018 Q2	$28K	Hold	200	–	–	0.02%	129
2018 Q1	$27K	Hold	200	–	–	0.02%	128
2017 Q4	$27K	Buy	+200	New	+$26.8K	0.02%	127

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

Signature Wealth Management Group's VTI Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2018, closing a stake of 200 shares — an estimated $27K sold.

Signature Wealth Management Group first reported a position in VTI in Q4 2017 and held it in 4 quarters. The position peaked at $28K in Q2 2018. 1,236 funds tracked by Wall St. Rank hold VTI as of Q4 2018.

Signature Wealth Management Group reported no remaining Vanguard Total Stock Market ETF position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 200 Vanguard Total Stock Market ETF shares in Q4 2018, an estimated $27K.
Signature Wealth Management Group first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Vanguard Total Stock Market ETF position peaked at $28K in Q2 2018.
1,236 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.