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

SVA 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
2020 Q4	$2.38M	Sell	12,237 -24	-0.2%	-$4.39K	0.21%	86
2020 Q3	$2.09M	Hold	12,261	–	–	0.21%	92
2020 Q2	$1.92M	Buy	12,261 +450	+4%	+$66.4K	0.2%	91
2020 Q1	$1.52M	Buy	11,811 +4,804	+69%	+$743K	0.17%	96
2019 Q4	$1.15M	Sell	7,007 -138	-2%	-$21.6K	0.11%	119
2019 Q3	$1.08M	Sell	7,145 -124	-2%	-$18.7K	0.11%	116
2019 Q2	$1.09M	Sell	7,269 -58	-0.8%	-$8.54K	0.11%	123
2019 Q1	$1.06M	Buy	7,327 +1,652	+29%	+$230K	0.1%	122
2018 Q4	$724K	Buy	5,675 +156	+3%	+$21.5K	0.08%	130
2018 Q3	$826K	Sell	5,519 -230	-4%	-$33.8K	0.08%	126
2018 Q2	$807K	Sell	5,749 -1,777	-24%	-$248K	0.09%	128
2018 Q1	$975K	Buy	7,526 +2,189	+41%	+$307K	0.12%	116
2017 Q4	$732K	Sell	5,337 -2,189	-29%	-$293K	0.09%	128
2017 Q3	$975K	Buy	7,526 +381	+5%	+$48.3K	0.12%	116
2017 Q2	$889K	Hold	7,145	–	–	0.12%	115
2017 Q1	$867K	Sell	7,145 -773	-10%	-$92.6K	0.12%	114
2016 Q4	$913K	Buy	7,918 +2,040	+35%	+$229K	0.14%	112
2016 Q3	$654K	Buy	5,878 +232	+4%	+$25.7K	0.1%	128
2016 Q2	$605K	Hold	5,646	–	–	0.1%	128
2016 Q1	$592K	Sell	5,646 -694	-11%	-$68.8K	0.1%	130
2015 Q4	$661K	Buy	6,340 +100	+2%	+$10.5K	0.11%	138
2015 Q3	$616K	Buy	6,240 +2,123	+52%	+$223K	0.11%	140
2015 Q2	$441K	Sell	4,117 -915	-18%	-$99.8K	0.08%	158
2015 Q1	$540K	Buy	5,032 +1,258	+33%	+$134K	0.1%	155
2014 Q4	$400K	Hold	3,774	–	–	0.15%	132
2014 Q3	$382K	Buy	3,774 +338	+10%	+$34.6K	0.16%	117
2014 Q2	$350K	Hold	3,436	–	–	0.15%	120
2014 Q1	$335K	Buy	3,436 +45	+1%	+$4.31K	0.16%	117
2013 Q4	$325K	Buy	+3,391	New	+$312K	0.19%	110

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

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

MFRM

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

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

SVA Wealth Management's VTI Position: Q4 2020 in Review

SVA Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.2% in Q4 2020, selling an estimated $4.39K and leaving 12,237 shares worth $2.38M. The position accounts for 0.21% of the portfolio, ranked #86.

SVA Wealth Management first reported a position in VTI in Q4 2013 and has held it in 29 quarters since. 1,771 funds tracked by Wall St. Rank hold VTI as of Q4 2020.

SVA Wealth Management held 12,237 shares of Vanguard Total Stock Market ETF worth $2.38M as of Q4 2020.
SVA Wealth Management sold 24 Vanguard Total Stock Market ETF shares in Q4 2020, an estimated $4.39K.
Vanguard Total Stock Market ETF made up 0.21% of SVA Wealth Management's portfolio in Q4 2020, its #86 holding.
SVA Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and has held it in 29 quarters since.
1,771 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.