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White Pine Investment Company’s Vanguard Total Stock Market ETF VTI Stock Holding History

White Pine Investment Company’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
2019
Q1 		– Sell
-1,640
Closed -$209K – 59
2018
Q4 		$209K Sell
1,640
-70
-4% -$9.66K 0.11% 49
2018
Q3 		$256K Sell
1,710
-90
-5% -$13.2K 0.12% 47
2018
Q2 		$253K Sell
1,800
-367
-17% -$51.2K 0.13% 44
2018
Q1 		$294K Sell
2,167
-210
-9% -$29.4K 0.14% 48
2017
Q4 		$326K Sell
2,377
-140
-6% -$18.7K 0.16% 50
2017
Q3 		$326K Hold
2,517
– – 0.17% 50
2017
Q2 		$313K Sell
2,517
-2,855
-53% -$352K 0.17% 52
2017
Q1 		$652K Sell
5,372
-939
-15% -$112K 0.35% 45
2016
Q4 		$728K Sell
6,311
-182
-3% -$20.5K 0.39% 44
2016
Q3 		$723K Sell
6,493
-99
-2% -$11K 0.42% 44
2016
Q2 		$706K Sell
6,592
-75
-1% -$7.95K 0.42% 44
2016
Q1 		$699K Sell
6,667
-710
-10% -$70.4K 0.43% 45
2015
Q4 		$769K Sell
7,377
-680
-8% -$71.6K 0.47% 43
2015
Q3 		$795K Sell
8,057
-251
-3% -$26.3K 0.51% 43
2015
Q2 		$889K Sell
8,308
-35
-0.4% -$3.82K 0.52% 44
2015
Q1 		$895K Sell
8,343
-115
-1% -$12.3K 0.51% 43
2014
Q4 		$897K Sell
8,458
-935
-10% -$96.8K 0.52% 40
2014
Q3 		$951K Sell
9,393
-270
-3% -$27.6K 0.57% 38
2014
Q2 		$983K Buy
9,663
+825
+9% +$81.3K 0.59% 39
2014
Q1 		$861K Buy
8,838
+4,100
+87% +$393K 0.55% 39
2013
Q4 		$454K Buy
4,738
+743
+19% +$68.3K 0.31% 42
2013
Q3 		$350K Buy
3,995
+851
+27% +$74K 0.27% 45
2013
Q2 		$259K Buy
+3,144
New +$261K 0.21% 47

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
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
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

White Pine Investment Company's VTI Position: Q1 2019 in Review

White Pine Investment Company sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2019, closing a stake of 1,640 shares — an estimated $209K sold.

White Pine Investment Company first reported a position in VTI in Q2 2013 and held it in 23 quarters. The position peaked at $983K in Q2 2014. 1,279 funds tracked by Wall St. Rank hold VTI as of Q1 2019.

  • White Pine Investment Company reported no remaining Vanguard Total Stock Market ETF position as of Q1 2019 after selling out during the quarter.
  • White Pine Investment Company sold 1,640 Vanguard Total Stock Market ETF shares in Q1 2019, an estimated $209K.
  • White Pine Investment Company first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 23 quarters.
  • White Pine Investment Company's Vanguard Total Stock Market ETF position peaked at $983K in Q2 2014.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2019.

Based on White Pine Investment Company's 13F filing for Q1 2019, filed 23 Apr 2019.