Accurate Investment Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History

Accurate Investment Solutions’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 Q2	–	Sell	-497	Closed	-$64K	–	390
2020 Q1	$64K	Buy	497 +252	+103%	+$39K	0.05%	177
2019 Q4	$40K	Buy	+245	New	+$38.4K	0.03%	191
2019 Q1	–	Sell	-603	Closed	-$77K	–	390
2018 Q4	$77K	Buy	+603	New	+$83.2K	0.07%	87
2018 Q3	–	Sell	-1,722	Closed	-$242K	–	525
2018 Q2	$242K	Sell	1,722 -140	-8%	-$19.5K	0.18%	60
2018 Q1	$253K	Sell	1,862 -356	-16%	-$49.9K	0.19%	50
2017 Q4	$304K	Sell	2,218 -7	-0.3%	-$937	0.22%	43
2017 Q3	$288K	Buy	+2,225	New	+$282K	0.22%	41

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

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Accurate Investment Solutions's VTI Position: Q2 2020 in Review

Accurate Investment Solutions sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2020, closing a stake of 497 shares — an estimated $64K sold.

Accurate Investment Solutions first reported a position in VTI in Q3 2017 and held it in 7 quarters. The position peaked at $304K in Q4 2017. 1,550 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

Accurate Investment Solutions reported no remaining Vanguard Total Stock Market ETF position as of Q2 2020 after selling out during the quarter.
Accurate Investment Solutions sold 497 Vanguard Total Stock Market ETF shares in Q2 2020, an estimated $64K.
Accurate Investment Solutions first reported a position in Vanguard Total Stock Market ETF in Q3 2017 and held it in 7 quarters.
Accurate Investment Solutions's Vanguard Total Stock Market ETF position peaked at $304K in Q4 2017.
1,550 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.