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

Advocacy Wealth Management Services’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
2016
Q2 		– Sell
-347
Closed -$36K – 462
2016
Q1 		$36K Sell
347
-233
-40% -$23.1K 0.03% 215
2015
Q4 		$61K Buy
+580
New +$61.1K 0.07% 153
2013
Q3 		$93K Sell
1,060
-100
-9% -$8.69K 0.25% 70
2013
Q2 		$96K Buy
+1,160
New +$96.2K 0.38% 62

Other funds holding VTI

MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

Advocacy Wealth Management Services's VTI Position: Q2 2016 in Review

Advocacy Wealth Management Services sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2016, closing a stake of 347 shares — an estimated $36K sold.

Advocacy Wealth Management Services first reported a position in VTI in Q2 2013 and held it in 4 quarters. The position peaked at $96K in Q2 2013. 742 funds tracked by Wall St. Rank hold VTI as of Q2 2016.

  • Advocacy Wealth Management Services reported no remaining Vanguard Total Stock Market ETF position as of Q2 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 347 Vanguard Total Stock Market ETF shares in Q2 2016, an estimated $36K.
  • Advocacy Wealth Management Services first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 4 quarters.
  • Advocacy Wealth Management Services's Vanguard Total Stock Market ETF position peaked at $96K in Q2 2013.
  • 742 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2016, filed 15 Jul 2016.