Sitrin Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sitrin Capital Management’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	-2,017	Closed	-$260K	–	38
2020 Q1	$260K	Sell	2,017 -1,035	-34%	-$160K	0.15%	35
2019 Q4	$499K	Sell	3,052 -5,740	-65%	-$899K	0.26%	30
2019 Q3	$1.33M	Hold	8,792	–	–	0.72%	29
2019 Q2	$1.32M	Hold	8,792	–	–	0.7%	30
2019 Q1	$1.27M	Hold	8,792	–	–	0.68%	31
2018 Q4	$1.12M	Buy	+8,792	New	+$1.21M	0.68%	30

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 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

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

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

Sitrin Capital Management's VTI Position: Q2 2020 in Review

Sitrin Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2020, closing a stake of 2,017 shares — an estimated $260K sold.

Sitrin Capital Management first reported a position in VTI in Q4 2018 and held it in 6 quarters. The position peaked at $1.33M in Q3 2019. 1,550 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

Sitrin Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2020 after selling out during the quarter.
Sitrin Capital Management sold 2,017 Vanguard Total Stock Market ETF shares in Q2 2020, an estimated $260K.
Sitrin Capital Management first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and held it in 6 quarters.
Sitrin Capital Management's Vanguard Total Stock Market ETF position peaked at $1.33M in Q3 2019.
1,550 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2020.

Based on Sitrin Capital Management's 13F filing for Q2 2020, filed 6 Aug 2020.