9WM
VTI icon

9258 Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

9258 Wealth 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
2022
Q2 		– Sell
-879
Closed -$200K – 361
2022
Q1 		$200K Buy
+879
New +$198K 0.05% 339

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

9258 Wealth Management's VTI Position: Q2 2022 in Review

9258 Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 879 shares — an estimated $200K sold.

9258 Wealth Management first reported a position in VTI in Q1 2022 and held it in 1 quarter. The position peaked at $200K in Q1 2022. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

  • 9258 Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • 9258 Wealth Management sold 879 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $200K.
  • 9258 Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and held it in 1 quarter.
  • 9258 Wealth Management's Vanguard Total Stock Market ETF position peaked at $200K in Q1 2022.
  • 2,167 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on 9258 Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.