Bruderman Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bruderman Asset 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	-475	Closed	-$69K	–	555
2019 Q1	$69K	Hold	475	–	–	0.02%	234
2018 Q4	$61K	Buy	+475	New	+$65.6K	0.02%	223

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

Bruderman Asset Management's VTI Position: Q2 2019 in Review

Bruderman Asset Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2019, closing a stake of 475 shares — an estimated $69K sold.

Bruderman Asset Management first reported a position in VTI in Q4 2018 and held it in 2 quarters. The position peaked at $69K in Q1 2019. 1,307 funds tracked by Wall St. Rank hold VTI as of Q2 2019.

Bruderman Asset Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 475 Vanguard Total Stock Market ETF shares in Q2 2019, an estimated $69K.
Bruderman Asset Management first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and held it in 2 quarters.
Bruderman Asset Management's Vanguard Total Stock Market ETF position peaked at $69K in Q1 2019.
1,307 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.