Tradition Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Tradition Asset 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	$1.11M	Sell	7,080 -509	-7%	-$75.1K	0.32%	84
2020 Q1	$978K	Buy	7,589 +70	+0.9%	+$10.8K	0.33%	82
2019 Q4	$1.23M	Buy	7,519 +905	+14%	+$142K	0.3%	90
2019 Q3	$998K	Sell	6,614 -209	-3%	-$31.5K	0.26%	98
2019 Q2	$1.02M	Buy	+6,823	New	+$1M	0.27%	98

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

Tradition Asset Management's VTI Position: Q2 2020 in Review

Tradition Asset Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 6.7% in Q2 2020, selling an estimated $75.1K and leaving 7,080 shares worth $1.11M. The position accounts for 0.32% of the portfolio, ranked #84.

Tradition Asset Management first reported a position in VTI in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.23M in Q4 2019. 1,550 funds tracked by Wall St. Rank hold VTI as of Q2 2020.

Tradition Asset Management held 7,080 shares of Vanguard Total Stock Market ETF worth $1.11M as of Q2 2020.
Tradition Asset Management sold 509 Vanguard Total Stock Market ETF shares in Q2 2020, an estimated $75.1K.
Vanguard Total Stock Market ETF made up 0.32% of Tradition Asset Management's portfolio in Q2 2020, its #84 holding.
Tradition Asset Management first reported a position in Vanguard Total Stock Market ETF in Q2 2019 and has held it in 5 quarters since.
Tradition Asset Management's Vanguard Total Stock Market ETF position peaked at $1.23M in Q4 2019.
1,550 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2020.

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