Vickerman & Driscoll Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Vickerman & Driscoll Financial Advisors’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	-1,200	Closed	-$180K	–	110
2018 Q3	$180K	Hold	1,200	–	–	0.13%	71
2018 Q2	$169K	Sell	1,200 -3	-0.2%	-$419	0.12%	71
2018 Q1	$163K	Sell	1,203 -88	-7%	-$12.3K	0.12%	73
2017 Q4	$177K	Buy	+1,291	New	+$173K	0.14%	69

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

Vickerman & Driscoll Financial Advisors's VTI Position: Q4 2018 in Review

Vickerman & Driscoll Financial Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2018, closing a stake of 1,200 shares — an estimated $180K sold.

Vickerman & Driscoll Financial Advisors first reported a position in VTI in Q4 2017 and held it in 4 quarters. The position peaked at $180K in Q3 2018. 1,236 funds tracked by Wall St. Rank hold VTI as of Q4 2018.

Vickerman & Driscoll Financial Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q4 2018 after selling out during the quarter.
Vickerman & Driscoll Financial Advisors sold 1,200 Vanguard Total Stock Market ETF shares in Q4 2018, an estimated $180K.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and held it in 4 quarters.
Vickerman & Driscoll Financial Advisors's Vanguard Total Stock Market ETF position peaked at $180K in Q3 2018.
1,236 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2018.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.