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

Adams Chetwood 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 Q1	$353K	Buy	1,552 +5	+0.3%	+$1.12K	0.2%	64
2021 Q4	$374K	Sell	1,547 -47	-3%	-$11.1K	0.25%	61
2021 Q3	$354K	Sell	1,594 -24	-1%	-$5.47K	0.26%	63
2021 Q2	$361K	Buy	1,618 +35	+2%	+$7.6K	0.25%	66
2021 Q1	$327K	Sell	1,583 -14	-0.9%	-$2.83K	0.25%	65
2020 Q4	$311K	Buy	1,597 +8	+0.5%	+$1.46K	0.26%	63
2020 Q3	$271K	Buy	1,589 +21	+1%	+$3.53K	0.26%	64
2020 Q2	$245K	Sell	1,568 -23	-1%	-$3.39K	0.25%	65
2020 Q1	$235K	Buy	1,591 +145	+10%	+$22.4K	0.28%	64
2019 Q4	$237K	Buy	+1,446	New	+$227K	0.24%	61

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Adams Chetwood Wealth Management's VTI Position: Q1 2022 in Review

Adams Chetwood Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.32% in Q1 2022, buying an estimated $1.12K and bringing the position to 1,552 shares worth $353K. The position accounts for 0.2% of the portfolio, ranked #64.

Adams Chetwood Wealth Management first reported a position in VTI in Q4 2019 and has held it in 10 quarters since. The position peaked at $374K in Q4 2021. 2,226 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Adams Chetwood Wealth Management held 1,552 shares of Vanguard Total Stock Market ETF worth $353K as of Q1 2022.
Adams Chetwood Wealth Management bought 5 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $1.12K.
Vanguard Total Stock Market ETF made up 0.2% of Adams Chetwood Wealth Management's portfolio in Q1 2022, its #64 holding.
Adams Chetwood Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 10 quarters since.
Adams Chetwood Wealth Management's Vanguard Total Stock Market ETF position peaked at $374K in Q4 2021.
2,226 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

Based on Adams Chetwood Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.