JPTCCM
VTI icon

J.P. Turner & Co Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

J.P. Turner & Co 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
2015
Q3 		– Sell
-3,228
Closed -$348K – 220
2015
Q2 		$348K Buy
+3,228
New +$352K 0.27% 129

Other funds holding VTI

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
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
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

J.P. Turner & Co Capital Management's VTI Position: Q3 2015 in Review

J.P. Turner & Co Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2015, closing a stake of 3,228 shares — an estimated $348K sold.

J.P. Turner & Co Capital Management first reported a position in VTI in Q2 2015 and held it in 1 quarter. The position peaked at $348K in Q2 2015. 649 funds tracked by Wall St. Rank hold VTI as of Q3 2015.

  • J.P. Turner & Co Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q3 2015 after selling out during the quarter.
  • J.P. Turner & Co Capital Management sold 3,228 Vanguard Total Stock Market ETF shares in Q3 2015, an estimated $348K.
  • J.P. Turner & Co Capital Management first reported a position in Vanguard Total Stock Market ETF in Q2 2015 and held it in 1 quarter.
  • J.P. Turner & Co Capital Management's Vanguard Total Stock Market ETF position peaked at $348K in Q2 2015.
  • 649 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2015.

Based on J.P. Turner & Co Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.