Global Financial Private Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Global Financial Private Capital’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	-3	Closed	–	–	430
2020 Q1	$0	Sell	3 -1	-25%	-$155	﹤0.01%	436
2019 Q4	$1K	Buy	4 +1	+33%	+$157	﹤0.01%	392
2019 Q3	$0	Hold	3	–	–	﹤0.01%	456
2019 Q2	$0	Sell	3 -8,281	-100%	-$1.22M	﹤0.01%	559
2019 Q1	$1.2M	Buy	8,284 +469	+6%	+$65.4K	0.06%	232
2018 Q4	$997K	Sell	7,815 -5,961	-43%	-$823K	0.05%	210
2018 Q3	$2.06M	Buy	13,776 +975	+8%	+$143K	0.07%	202
2018 Q2	$1.8M	Buy	12,801 +2,488	+24%	+$347K	0.06%	204
2018 Q1	$1.4M	Sell	10,313 -316	-3%	-$44.3K	0.05%	225
2017 Q4	$1.46M	Sell	10,629 -3,149	-23%	-$421K	0.05%	208
2017 Q3	$1.78M	Buy	+13,778	New	+$1.74M	0.06%	191

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

Global Financial Private Capital's VTI Position: Q2 2020 in Review

Global Financial Private Capital sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2020, closing a stake of 3 shares.

Global Financial Private Capital first reported a position in VTI in Q3 2017 and held it in 11 quarters. The position peaked at $2.06M in Q3 2018. 1,551 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

Global Financial Private Capital reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2020 after selling out during the quarter.
Global Financial Private Capital sold 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2020.
Global Financial Private Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2017 and held it in 11 quarters.
Global Financial Private Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $2.06M in Q3 2018.
1,551 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2020.

Based on Global Financial Private Capital's 13F filing for Q2 2020, filed 11 Aug 2020.