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Peachtree Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Peachtree Investment 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
2015
Q3 		– Sell
-930
Closed -$100K – 250
2015
Q2 		$100K Hold
930
– – 0.07% 154
2015
Q1 		$100K Hold
930
– – 0.07% 162
2014
Q4 		$99K Sell
930
-25
-3% -$2.59K 0.07% 174
2014
Q3 		$97K Buy
+955
New +$97.6K 0.06% 171

Other funds holding VTI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Peachtree Investment Advisors's VTI Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2015, closing a stake of 930 shares — an estimated $100K sold.

Peachtree Investment Advisors first reported a position in VTI in Q3 2014 and held it in 4 quarters. The position peaked at $100K in Q2 2015. 650 funds tracked by Wall St. Rank hold VTI as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 930 Vanguard Total Stock Market ETF shares in Q3 2015, an estimated $100K.
  • Peachtree Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Vanguard Total Stock Market ETF position peaked at $100K in Q2 2015.
  • 650 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.