Garland Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Garland Capital 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
2020 Q1	–	Sell	-800	Closed	-$131K	–	37
2019 Q4	$131K	Hold	800	–	–	0.09%	34
2019 Q3	$121K	Hold	800	–	–	0.09%	33
2019 Q2	$120K	Hold	800	–	–	0.09%	33
2019 Q1	$116K	Hold	800	–	–	0.08%	33
2018 Q4	$102K	Buy	+800	New	+$110K	0.07%	38

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Garland Capital Management's VTI Position: Q1 2020 in Review

Garland Capital Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2020, closing a stake of 800 shares — an estimated $131K sold.

Garland Capital Management first reported a position in VTI in Q4 2018 and held it in 5 quarters. The position peaked at $131K in Q4 2019. 1,502 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

Garland Capital Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2020 after selling out during the quarter.
Garland Capital Management sold 800 Vanguard Morningstar Total Stock Market ETF shares in Q1 2020, an estimated $131K.
Garland Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and held it in 5 quarters.
Garland Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $131K in Q4 2019.
1,502 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2020.

Based on Garland Capital Management's 13F filing for Q1 2020, filed 13 Apr 2020.