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Watson Rebecca’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Watson Rebecca’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
Q3 		– Sell
-70
Closed -$11K – 342
2020
Q2 		$11K Buy
+70
New +$10.3K 0.01% 254

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Watson Rebecca's VTI Position: Q3 2020 in Review

Watson Rebecca sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2020, closing a stake of 70 shares — an estimated $11K sold.

Watson Rebecca first reported a position in VTI in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 1,560 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

  • Watson Rebecca reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2020 after selling out during the quarter.
  • Watson Rebecca sold 70 Vanguard Morningstar Total Stock Market ETF shares in Q3 2020, an estimated $11K.
  • Watson Rebecca first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and held it in 1 quarter.
  • Watson Rebecca's Vanguard Morningstar Total Stock Market ETF position peaked at $11K in Q2 2020.
  • 1,560 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.