Ruggie Capital Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ruggie Capital Group’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
2019 Q1	–	Sell	-1,622	Closed	-$207K	–	471
2018 Q4	$207K	Buy	1,622 +1,421	+707%	+$196K	0.09%	108
2018 Q3	$30K	Sell	201 -875	-81%	-$129K	0.02%	163
2018 Q2	$151K	Hold	1,076	–	–	0.08%	121
2018 Q1	$146K	Hold	1,076	–	–	0.08%	96
2017 Q4	$148K	Sell	1,076 -13	-1%	-$1.74K	0.1%	83
2017 Q3	$141K	Sell	1,089 -546	-33%	-$69.1K	0.09%	80
2017 Q2	$203K	Buy	+1,635	New	+$201K	0.14%	67
2015 Q4	–	Sell	-544	Closed	-$58K	–	190
2015 Q3	$58K	Buy	+544	New	+$57.1K	0.06%	68

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ruggie Capital Group's VTI Position: Q1 2019 in Review

Ruggie Capital Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2019, closing a stake of 1,622 shares — an estimated $207K sold.

Ruggie Capital Group first reported a position in VTI in Q3 2015 and held it in 8 quarters. The position peaked at $207K in Q4 2018. 1,280 funds tracked by Wall St. Rank hold VTI as of Q1 2019.

Ruggie Capital Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2019 after selling out during the quarter.
Ruggie Capital Group sold 1,622 Vanguard Morningstar Total Stock Market ETF shares in Q1 2019, an estimated $207K.
Ruggie Capital Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2015 and held it in 8 quarters.
Ruggie Capital Group's Vanguard Morningstar Total Stock Market ETF position peaked at $207K in Q4 2018.
1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2019.

Based on Ruggie Capital Group's 13F filing for Q1 2019, filed 24 Apr 2019.