Live Your Vision’s Vanguard Total Stock Market ETF VTI Stock Holding History

Live Your Vision’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 Q4	–	Sell	-4,001	Closed	-$395K	–	267
2015 Q3	$395K	Hold	4,001	–	–	0.19%	48
2015 Q2	$431K	Hold	4,001	–	–	0.2%	45
2015 Q1	$429K	Hold	4,001	–	–	0.2%	45
2014 Q4	$417K	Buy	+4,001	New	+$414K	0.21%	41

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

WCM

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

Live Your Vision's VTI Position: Q4 2015 in Review

Live Your Vision sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2015, closing a stake of 4,001 shares — an estimated $395K sold.

Live Your Vision first reported a position in VTI in Q4 2014 and held it in 4 quarters. The position peaked at $431K in Q2 2015. 711 funds tracked by Wall St. Rank hold VTI as of Q4 2015.

Live Your Vision reported no remaining Vanguard Total Stock Market ETF position as of Q4 2015 after selling out during the quarter.
Live Your Vision sold 4,001 Vanguard Total Stock Market ETF shares in Q4 2015, an estimated $395K.
Live Your Vision first reported a position in Vanguard Total Stock Market ETF in Q4 2014 and held it in 4 quarters.
Live Your Vision's Vanguard Total Stock Market ETF position peaked at $431K in Q2 2015.
711 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2015.

Based on Live Your Vision's 13F filing for Q4 2015, filed 27 Jan 2016.