TWM
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Torch Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Torch 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
2014
Q3 		– Sell
-179
Closed -$18K – 227
2014
Q2 		$18K Hold
179
– – 0.01% 209
2014
Q1 		$17K Hold
179
– – 0.01% 220
2013
Q4 		$17K Buy
+179
New +$16.5K 0.01% 198

Other funds holding VTI

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Torch Wealth Management's VTI Position: Q3 2014 in Review

Torch Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2014, closing a stake of 179 shares — an estimated $18K sold.

Torch Wealth Management first reported a position in VTI in Q4 2013 and held it in 3 quarters. The position peaked at $18K in Q2 2014. 548 funds tracked by Wall St. Rank hold VTI as of Q3 2014.

  • Torch Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 179 Vanguard Morningstar Total Stock Market ETF shares in Q3 2014, an estimated $18K.
  • Torch Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $18K in Q2 2014.
  • 548 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.