New Potomac Partners’s Vanguard 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 $52.8B AUM 15.34% 1-Year Est. Return

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

Bank of America

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

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Wealthfront Advisers

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

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return