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

Aspire 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
2024 Q3	$150K	Buy	529 +1	+0.2%	+$273	0.08%	108
2024 Q2	$141K	Hold	528	–	–	0.08%	105
2024 Q1	$137K	Buy	528 +2	+0.4%	+$495	0.08%	110
2023 Q4	$125K	Buy	526 +2	+0.4%	+$442	0.08%	106
2023 Q3	$111K	Buy	524 +2	+0.4%	+$443	0.08%	105
2023 Q2	$115K	Buy	522 +2	+0.4%	+$417	0.09%	103
2023 Q1	$106K	Sell	520 -49	-9%	-$9.81K	0.09%	108
2022 Q4	$109K	Buy	569 +2	+0.4%	+$385	0.09%	104
2022 Q3	$102K	Buy	567 +2	+0.4%	+$399	0.1%	98
2022 Q2	$107K	Sell	565 -16,478	-97%	-$3.39M	0.1%	101
2022 Q1	$3.88M	Buy	17,043 +16,414	+2,610%	+$3.69M	3.07%	11
2021 Q4	$152K	Buy	+629	New	+$148K	0.12%	94

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aspire Wealth Management's VTI Position: Q3 2024 in Review

Aspire Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.19% in Q3 2024, buying an estimated $273 and bringing the position to 529 shares worth $150K. The position accounts for 0.08% of the portfolio, ranked #108.

Aspire Wealth Management first reported a position in VTI in Q4 2021 and has held it in 12 quarters since. The position peaked at $3.88M in Q1 2022. 2,846 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

Aspire Wealth Management held 529 shares of Vanguard Total Stock Market ETF worth $150K as of Q3 2024.
Aspire Wealth Management bought 1 Vanguard Total Stock Market ETF share in Q3 2024, an estimated $273.
Vanguard Total Stock Market ETF made up 0.08% of Aspire Wealth Management's portfolio in Q3 2024, its #108 holding.
Aspire Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's Vanguard Total Stock Market ETF position peaked at $3.88M in Q1 2022.
2,846 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.