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

JOYN 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	$330K	Sell	2,558 -325	-11%	-$50.3K	0.11%	63
2019 Q4	$472K	Buy	2,883 +550	+24%	+$86.2K	0.1%	54
2019 Q3	$352K	Buy	2,333 +274	+13%	+$41.3K	0.08%	68
2019 Q2	$299K	Buy	2,059 +165	+9%	+$24.3K	0.07%	85
2019 Q1	$274K	Buy	1,894 +132	+7%	+$18.4K	0.06%	79
2018 Q4	$225K	Sell	1,762 -222	-11%	-$30.6K	0.05%	100
2018 Q3	$297K	Hold	1,984	–	–	0.06%	100
2018 Q2	$279K	Sell	1,984 -1,060	-35%	-$148K	0.06%	102
2018 Q1	$413K	Sell	3,044 -404	-12%	-$56.6K	0.09%	76
2017 Q4	$473K	Buy	+3,448	New	+$461K	0.1%	86
2013 Q4	–	Sell	-10	Closed	-$1K	–	60
2013 Q3	$1K	Buy	+10	New	+$869	﹤0.01%	46

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

JOYN Advisors's VTI Position: Q1 2020 in Review

JOYN Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q1 2020, selling an estimated $50.3K and leaving 2,558 shares worth $330K. The position accounts for 0.11% of the portfolio, ranked #63.

JOYN Advisors first reported a position in VTI in Q3 2013 and has held it in 11 quarters since. The position peaked at $473K in Q4 2017. 1,501 funds tracked by Wall St. Rank hold VTI as of Q1 2020.

JOYN Advisors held 2,558 shares of Vanguard Morningstar Total Stock Market ETF worth $330K as of Q1 2020.
JOYN Advisors sold 325 Vanguard Morningstar Total Stock Market ETF shares in Q1 2020, an estimated $50.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of JOYN Advisors's portfolio in Q1 2020, its #63 holding.
JOYN Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2013 and has held it in 11 quarters since.
JOYN Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $473K in Q4 2017.
1,501 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2020.

Based on JOYN Advisors's 13F filing for Q1 2020, filed 30 Apr 2020.