Braun-Bostich & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Braun-Bostich & Associates’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 Q3	–	Sell	-83	Closed	-$13K	–	341
2020 Q2	$13K	Hold	83	–	–	0.01%	203
2020 Q1	$10K	Hold	83	–	–	0.01%	212
2019 Q4	$14K	Buy	+83	New	+$13K	0.01%	213
2019 Q3	–	Sell	-83	Closed	-$12K	–	300
2019 Q2	$12K	Sell	83 -724	-90%	-$107K	0.01%	253
2019 Q1	$117K	Sell	807 -692	-46%	-$96.5K	0.12%	150
2018 Q4	$191K	Sell	1,499 -43	-3%	-$5.94K	0.2%	98
2018 Q3	$231K	Sell	1,542 -319	-17%	-$46.9K	0.22%	94
2018 Q2	$261K	Sell	1,861 -1,268	-41%	-$177K	0.26%	94
2018 Q1	$425K	Sell	3,129 -1,242	-28%	-$174K	0.37%	85
2017 Q4	$600K	Buy	+4,371	New	+$585K	0.51%	62

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

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

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Braun-Bostich & Associates's VTI Position: Q3 2020 in Review

Braun-Bostich & Associates sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2020, closing a stake of 83 shares — an estimated $13K sold.

Braun-Bostich & Associates first reported a position in VTI in Q4 2017 and held it in 10 quarters. The position peaked at $600K in Q4 2017. 1,559 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

Braun-Bostich & Associates reported no remaining Vanguard Total Stock Market ETF position as of Q3 2020 after selling out during the quarter.
Braun-Bostich & Associates sold 83 Vanguard Total Stock Market ETF shares in Q3 2020, an estimated $13K.
Braun-Bostich & Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and held it in 10 quarters.
Braun-Bostich & Associates's Vanguard Total Stock Market ETF position peaked at $600K in Q4 2017.
1,559 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2020.

Based on Braun-Bostich & Associates's 13F filing for Q3 2020, filed 9 Oct 2020.