AMR
VTI icon

Asset Management Resources’s Vanguard Total Stock Market ETF VTI Stock Holding History

Asset Management Resources’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
2023
Q4 		$7.17M Sell
30,239
-740
-2% -$164K 4.08% 7
2023
Q3 		$6.58M Sell
30,979
-686
-2% -$152K 4.09% 7
2023
Q2 		$6.98M Sell
31,665
-463
-1% -$96.6K 4.24% 8
2023
Q1 		$6.56M Sell
32,128
-35,718
-53% -$7.15M 4.18% 8
2022
Q4 		$13M Sell
67,846
-5,496
-7% -$1.06M 8.81% 4
2022
Q3 		$13.2M Sell
73,342
-4,600
-6% -$917K 12.88% 2
2022
Q2 		$14.7M Sell
77,942
-927
-1% -$190K 12.49% 2
2022
Q1 		$18M Buy
78,869
+15,005
+23% +$3.37M 14.52% 2
2021
Q4 		$15.4M Buy
+63,864
New +$15.1M 13.49% 2

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return