Claraphi Advisory Network’s Vanguard Total Stock Market ETF VTI Stock Holding History

Claraphi Advisory Network’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 Q2	–	Sell	-425	Closed	-$55K	–	1176
2020 Q1	$55K	Buy	+425	New	+$65.7K	0.03%	452
2019 Q4	–	Sell	-826	Closed	-$125K	–	398
2019 Q3	$125K	Buy	+826	New	+$125K	0.08%	231

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Claraphi Advisory Network's VTI Position: Q2 2020 in Review

Claraphi Advisory Network sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2020, closing a stake of 425 shares — an estimated $55K sold.

Claraphi Advisory Network first reported a position in VTI in Q3 2019 and held it in 2 quarters. The position peaked at $125K in Q3 2019. 1,550 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

Claraphi Advisory Network reported no remaining Vanguard Total Stock Market ETF position as of Q2 2020 after selling out during the quarter.
Claraphi Advisory Network sold 425 Vanguard Total Stock Market ETF shares in Q2 2020, an estimated $55K.
Claraphi Advisory Network first reported a position in Vanguard Total Stock Market ETF in Q3 2019 and held it in 2 quarters.
Claraphi Advisory Network's Vanguard Total Stock Market ETF position peaked at $125K in Q3 2019.
1,550 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2020.

Based on Claraphi Advisory Network's 13F filing for Q2 2020, filed 14 Aug 2020.