Aevitas Wealth Management’s Vanguard 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 New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Aevitas Wealth Management sold out of Vanguard 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 Total Stock Market ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 128 Vanguard Total Stock Market ETF shares in Q2 2019, an estimated $18K.
Aevitas Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2018 and held it in 2 quarters.
Aevitas Wealth Management's Vanguard Total Stock Market ETF position peaked at $18K in Q1 2019.
1,307 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2019.

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