Investors Capital Advisory Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Investors Capital Advisory Services’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
2016 Q2	$2.63M	Buy	24,602 +203	+0.8%	+$21.5K	0.51%	41
2016 Q1	$2.56M	Sell	24,399 -7,918	-25%	-$785K	0.51%	38
2015 Q4	$3.37M	Sell	32,317 -16,934	-34%	-$1.78M	0.65%	19
2015 Q3	$4.86M	Sell	49,251 -10,173	-17%	-$1.07M	0.98%	9
2015 Q2	$6.36M	Buy	59,424 +739	+1%	+$80.6K	1.17%	4
2015 Q1	$6.29M	Buy	58,685 +6,171	+12%	+$659K	1.17%	5
2014 Q4	$5.57M	Buy	52,514 +8,530	+19%	+$883K	1.06%	6
2014 Q3	$4.45M	Buy	43,984 +2,629	+6%	+$269K	0.87%	13
2014 Q2	$4.21M	Buy	41,355 +695	+2%	+$68.5K	0.68%	19
2014 Q1	$3.96M	Buy	40,660 +2,831	+7%	+$271K	0.85%	14
2013 Q4	$3.63M	Buy	37,829 +3,764	+11%	+$346K	0.84%	15
2013 Q3	$2.98M	Buy	34,065 +879	+3%	+$76.4K	0.77%	16
2013 Q2	$2.74M	Buy	+33,186	New	+$2.75M	0.84%	18

Other funds holding VTI

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Investors Capital Advisory Services's VTI Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Vanguard Total Stock Market ETF (VTI) stake by 0.83% in Q2 2016, buying an estimated $21.5K and bringing the position to 24,602 shares worth $2.63M. The position accounts for 0.51% of the portfolio, ranked #41.

Investors Capital Advisory Services first reported a position in VTI in Q2 2013 and has held it in 13 quarters since. The position peaked at $6.36M in Q2 2015. 743 funds tracked by Wall St. Rank hold VTI as of Q2 2016.

Investors Capital Advisory Services held 24,602 shares of Vanguard Total Stock Market ETF worth $2.63M as of Q2 2016.
Investors Capital Advisory Services bought 203 Vanguard Total Stock Market ETF shares in Q2 2016, an estimated $21.5K.
Vanguard Total Stock Market ETF made up 0.51% of Investors Capital Advisory Services's portfolio in Q2 2016, its #41 holding.
Investors Capital Advisory Services first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 13 quarters since.
Investors Capital Advisory Services's Vanguard Total Stock Market ETF position peaked at $6.36M in Q2 2015.
743 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.