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Andrew C. Karlinski’s Vanguard Total Stock Market ETF VTI Stock Holding History

Andrew C. Karlinski’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
Q4 		– Sell
-116
Closed -$21K – 237
2022
Q3 		$21K Hold
116
– – 0.03% 125
2022
Q2 		$22K Hold
116
– – 0.03% 130
2022
Q1 		$26K Buy
+116
New +$26.1K 0.05% 121

Other funds holding VTI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Andrew C. Karlinski's VTI Position: Q4 2022 in Review

Andrew C. Karlinski sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2022, closing a stake of 116 shares — an estimated $21K sold.

Andrew C. Karlinski first reported a position in VTI in Q1 2022 and held it in 3 quarters. The position peaked at $26K in Q1 2022. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

  • Andrew C. Karlinski reported no remaining Vanguard Total Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Andrew C. Karlinski sold 116 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $21K.
  • Andrew C. Karlinski first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and held it in 3 quarters.
  • Andrew C. Karlinski's Vanguard Total Stock Market ETF position peaked at $26K in Q1 2022.
  • 2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

Based on Andrew C. Karlinski's 13F filing for Q4 2022.