Miramar Fiduciary Corp’s Vanguard Total Stock Market ETF VTI Stock Holding History

Miramar Fiduciary Corp’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
2024 Q2	–	Sell	-28,710	Closed	-$7.46M	–	6
2024 Q1	$7.46M	Hold	28,710	–	–	5.46%	4
2023 Q4	$6.81M	Buy	+28,710	New	+$6.35M	5.01%	5
2021 Q3	$6.38M	Hold	28,710	–	–	27%	2
2021 Q2	$6.4M	Hold	28,710	–	–	24.99%	2
2021 Q1	$5.93M	Hold	28,710	–	–	24.68%	2
2020 Q4	$5.59M	Hold	28,710	–	–	2.94%	3
2020 Q3	$4.89M	Hold	28,710	–	–	3.06%	3
2020 Q2	$4.49M	Hold	28,710	–	–	2.83%	3
2020 Q1	$3.7M	Hold	28,710	–	–	4.06%	3
2019 Q4	$4.7M	Hold	28,710	–	–	10.54%	3
2019 Q3	$4.33M	Hold	28,710	–	–	7.46%	3
2019 Q2	$4.31M	Hold	28,710	–	–	5.04%	3
2019 Q1	$4.16M	Hold	28,710	–	–	4.03%	3
2018 Q4	$3.66M	Buy	+28,710	New	+$3.96M	3.9%	3

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Miramar Fiduciary Corp's VTI Position: Q2 2024 in Review

Miramar Fiduciary Corp sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 28,710 shares — an estimated $7.46M sold.

Miramar Fiduciary Corp first reported a position in VTI in Q4 2018 and held it in 14 quarters. The position peaked at $7.46M in Q1 2024. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

Miramar Fiduciary Corp reported no remaining Vanguard Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
Miramar Fiduciary Corp sold 28,710 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $7.46M.
Miramar Fiduciary Corp first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and held it in 14 quarters.
Miramar Fiduciary Corp's Vanguard Total Stock Market ETF position peaked at $7.46M in Q1 2024.
2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Miramar Fiduciary Corp's 13F filing for Q2 2024, filed 25 Jul 2024.