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

Sowa 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
2021 Q1	–	Sell	-421	Closed	-$82K	–	222
2020 Q4	$82K	Hold	421	–	–	0.06%	101
2020 Q3	$72K	Hold	421	–	–	0.05%	103
2020 Q2	$66K	Hold	421	–	–	0.05%	104
2020 Q1	$54K	Hold	421	–	–	0.05%	105
2019 Q4	$69K	Buy	+421	New	+$66K	0.06%	103

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MFRM

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

Sowa Financial Group's VTI Position: Q1 2021 in Review

Sowa Financial Group sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2021, closing a stake of 421 shares — an estimated $82K sold.

Sowa Financial Group first reported a position in VTI in Q4 2019 and held it in 5 quarters. The position peaked at $82K in Q4 2020. 1,819 funds tracked by Wall St. Rank hold VTI as of Q1 2021.

Sowa Financial Group reported no remaining Vanguard Total Stock Market ETF position as of Q1 2021 after selling out during the quarter.
Sowa Financial Group sold 421 Vanguard Total Stock Market ETF shares in Q1 2021, an estimated $82K.
Sowa Financial Group first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 5 quarters.
Sowa Financial Group's Vanguard Total Stock Market ETF position peaked at $82K in Q4 2020.
1,819 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.