CT Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

CT Financial Advisors’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
2017 Q1	$582K	Buy	4,795 +242	+5%	+$29K	0.36%	75
2016 Q4	$525K	Sell	4,553 -43	-0.9%	-$4.84K	0.33%	80
2016 Q3	$512K	Buy	4,596 +2	+0%	+$222	0.31%	79
2016 Q2	$492K	Buy	4,594 +39	+0.9%	+$4.13K	0.3%	84
2016 Q1	$477K	Buy	4,555 +2	+0%	+$198	0.27%	89
2015 Q4	$475K	Sell	4,553 -28	-0.6%	-$2.95K	0.27%	88
2015 Q3	$452K	Sell	4,581 -4	-0.1%	-$420	0.28%	85
2015 Q2	$491K	Hold	4,585	–	–	0.28%	91
2015 Q1	$492K	Buy	4,585 +9	+0.2%	+$961	0.27%	89
2014 Q4	$485K	Buy	+4,576	New	+$474K	0.37%	67
2014 Q1	$492K	Buy	+458	New	+$43.9K	0.27%	89

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

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

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

CT Financial Advisors's VTI Position: Q1 2017 in Review

CT Financial Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 5.3% in Q1 2017, buying an estimated $29K and bringing the position to 4,795 shares worth $582K. The position accounts for 0.36% of the portfolio, ranked #75.

CT Financial Advisors first reported a position in VTI in Q1 2014 and has held it in 11 quarters since. 900 funds tracked by Wall St. Rank hold VTI as of Q1 2017.

CT Financial Advisors held 4,795 shares of Vanguard Total Stock Market ETF worth $582K as of Q1 2017.
CT Financial Advisors bought 242 Vanguard Total Stock Market ETF shares in Q1 2017, an estimated $29K.
Vanguard Total Stock Market ETF made up 0.36% of CT Financial Advisors's portfolio in Q1 2017, its #75 holding.
CT Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2014 and has held it in 11 quarters since.
900 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.