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

Braver 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
2016 Q4	$259K	Buy	+2,243	New	+$252K	0.04%	137
2015 Q4	–	Sell	-2,284	Closed	-$225K	–	91
2015 Q3	$225K	Buy	2,284 +297	+15%	+$31.2K	0.06%	72
2015 Q2	$213K	Sell	1,987 -135	-6%	-$14.7K	0.05%	82
2015 Q1	$228K	Buy	+2,122	New	+$227K	0.05%	83
2014 Q4	–	Sell	-3,124	Closed	-$316K	–	91
2014 Q3	$316K	Sell	3,124 -464	-13%	-$47.4K	0.1%	65
2014 Q2	$365K	Sell	3,588 -659	-16%	-$65K	0.09%	73
2014 Q1	$414K	Buy	4,247 +11	+0.3%	+$1.05K	0.12%	62
2013 Q4	$406K	Buy	4,236 +11	+0.3%	+$1.01K	0.14%	62
2013 Q3	$370K	Sell	4,225 -85	-2%	-$7.39K	0.13%	69
2013 Q2	$356K	Buy	+4,310	New	+$358K	0.16%	56

Other funds holding VTI

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Braver Wealth Management's VTI Position: Q4 2016 in Review

Braver Wealth Management opened a new position in Vanguard Total Stock Market ETF (VTI) in Q4 2016: 2,243 shares worth $259K. The stake represents 0.04% of the portfolio and ranks #137 among its holdings. This is a return to the name: Braver Wealth Management previously reported a position in VTI as recently as Q3 2015.

Braver Wealth Management first reported a position in VTI in Q2 2013 and has held it in 10 quarters since. The position peaked at $414K in Q1 2014. 880 funds tracked by Wall St. Rank hold VTI as of Q4 2016.

Braver Wealth Management held 2,243 shares of Vanguard Total Stock Market ETF worth $259K as of Q4 2016.
Vanguard Total Stock Market ETF was a new Braver Wealth Management position in Q4 2016.
Vanguard Total Stock Market ETF made up 0.04% of Braver Wealth Management's portfolio in Q4 2016, its #137 holding.
Braver Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 10 quarters since.
Braver Wealth Management's Vanguard Total Stock Market ETF position peaked at $414K in Q1 2014.
880 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.