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

Aevitas 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
2019
Q2 		– Sell
-128
Closed -$18K – 344
2019
Q1 		$18K Buy
+128
New +$17.9K 0.02% 266
2018
Q2 		– Sell
-14
Closed -$2K – 477
2018
Q1 		$2K Buy
+14
New +$1.96K ﹤0.01% 412

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Aevitas Wealth Management's VTI Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2019, closing a stake of 128 shares — an estimated $18K sold.

Aevitas Wealth Management first reported a position in VTI in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2019. 1,307 funds tracked by Wall St. Rank hold VTI as of Q2 2019.

  • Aevitas Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2019 after selling out during the quarter.
  • Aevitas Wealth Management sold 128 Vanguard Morningstar Total Stock Market ETF shares in Q2 2019, an estimated $18K.
  • Aevitas Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and held it in 2 quarters.
  • Aevitas Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $18K in Q1 2019.
  • 1,307 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.