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

Johanson 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
2020
Q1 		– Sell
-392
Closed -$64.2K – 245
2019
Q4 		$64.2K Buy
+392
New +$61.4K 0.03% 157

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Johanson Financial Advisors's VTI Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2020, closing a stake of 392 shares — an estimated $64.2K sold.

Johanson Financial Advisors first reported a position in VTI in Q4 2019 and held it in 1 quarter. The position peaked at $64.2K in Q4 2019. 1,502 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 392 Vanguard Morningstar Total Stock Market ETF shares in Q1 2020, an estimated $64.2K.
  • Johanson Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $64.2K in Q4 2019.
  • 1,502 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.