New Potomac Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

New Potomac Partners’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 Q2	–	Sell	-75	Closed	-$10K	–	138
2020 Q1	$10K	Sell	75 -75	-50%	-$11.6K	0.01%	121
2019 Q4	$25K	Hold	150	–	–	0.02%	109
2019 Q3	$23K	Hold	150	–	–	0.02%	112
2019 Q2	$23K	Sell	150 -75	-33%	-$11K	0.02%	112
2019 Q1	$33K	Hold	225	–	–	0.03%	107
2018 Q4	$29K	Hold	225	–	–	0.03%	116
2018 Q3	$34K	Hold	225	–	–	0.03%	109
2018 Q2	$32K	Hold	225	–	–	0.03%	112
2018 Q1	$31K	Hold	225	–	–	0.03%	113
2017 Q4	$31K	Buy	+225	New	+$30.1K	0.03%	110

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New Potomac Partners's VTI Position: Q2 2020 in Review

New Potomac Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2020, closing a stake of 75 shares — an estimated $10K sold.

New Potomac Partners first reported a position in VTI in Q4 2017 and held it in 10 quarters. The position peaked at $34K in Q3 2018. 1,551 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

New Potomac Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2020 after selling out during the quarter.
New Potomac Partners sold 75 Vanguard Morningstar Total Stock Market ETF shares in Q2 2020, an estimated $10K.
New Potomac Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and held it in 10 quarters.
New Potomac Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $34K in Q3 2018.
1,551 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2020.

Based on New Potomac Partners's 13F filing for Q2 2020, filed 4 Aug 2020.