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

Altium 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	$2.17M	Sell	11,526 -1,520	-12%	-$312K	0.16%	80
2022 Q1	$2.97M	Buy	13,046 +680	+5%	+$153K	0.19%	63
2021 Q4	$2.99M	Buy	12,366 +2,538	+26%	+$599K	0.19%	61
2021 Q3	$2.18M	Buy	9,828 +1,588	+19%	+$362K	0.16%	74
2021 Q2	$1.84M	Buy	8,240 +249	+3%	+$54K	0.13%	85
2021 Q1	$1.65M	Sell	7,991 -227	-3%	-$45.9K	0.13%	87
2020 Q4	$1.6M	Buy	8,218 +2,029	+33%	+$371K	0.14%	83
2020 Q3	$1.05M	Sell	6,189 -218	-3%	-$36.7K	0.11%	91
2020 Q2	$1M	Sell	6,407 -174	-3%	-$25.7K	0.11%	92
2020 Q1	$848K	Buy	6,581 +2,614	+66%	+$404K	0.12%	92
2019 Q4	$649K	Sell	3,967 -19	-0.5%	-$2.98K	0.08%	142
2019 Q3	$602K	Sell	3,986 -285	-7%	-$43K	0.08%	144
2019 Q2	$641K	Sell	4,271 -135	-3%	-$19.9K	0.09%	140
2019 Q1	$638K	Buy	4,406 +84	+2%	+$11.7K	0.1%	135
2018 Q4	$552K	Buy	4,322 +1,423	+49%	+$196K	0.11%	136
2018 Q3	$434K	Sell	2,899 -599	-17%	-$88.2K	0.08%	171
2018 Q2	$491K	Sell	3,498 -1,089	-24%	-$152K	0.13%	118
2018 Q1	$622K	Sell	4,587 -59	-1%	-$8.27K	0.24%	69
2017 Q4	$637K	Buy	+4,646	New	+$622K	0.29%	62

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Altium Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 12% in Q2 2022, selling an estimated $312K and leaving 11,526 shares worth $2.17M. The position accounts for 0.16% of the portfolio, ranked #80.

Altium Wealth Management first reported a position in VTI in Q4 2017 and has held it in 19 quarters since. The position peaked at $2.99M in Q4 2021. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Altium Wealth Management held 11,526 shares of Vanguard Total Stock Market ETF worth $2.17M as of Q2 2022.
Altium Wealth Management sold 1,520 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $312K.
Vanguard Total Stock Market ETF made up 0.16% of Altium Wealth Management's portfolio in Q2 2022, its #80 holding.
Altium Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 19 quarters since.
Altium Wealth Management's Vanguard Total Stock Market ETF position peaked at $2.99M in Q4 2021.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.