Atlas Private Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Atlas Private Wealth Advisors’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 Q1	–	Sell	-879	Closed	-$209K	–	164
2023 Q4	$209K	Buy	+879	New	+$194K	0.04%	151
2023 Q3	–	Sell	-917	Closed	-$202K	–	193
2023 Q2	$202K	Buy	+917	New	+$191K	0.04%	174
2021 Q4	–	Sell	-217	Closed	-$48K	–	690
2021 Q3	$48K	Sell	217 -115	-35%	-$26.2K	0.03%	238
2021 Q2	$74K	Buy	332 +166	+100%	+$36K	0.04%	193
2021 Q1	$34K	Sell	166 -50	-23%	-$10.1K	0.02%	283
2020 Q4	$42K	Hold	216	–	–	0.03%	240
2020 Q3	$37K	Buy	216 +51	+31%	+$8.58K	0.03%	238
2020 Q2	$26K	Buy	+165	New	+$24.3K	0.02%	291

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Atlas Private Wealth Advisors's VTI Position: Q1 2024 in Review

Atlas Private Wealth Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2024, closing a stake of 879 shares — an estimated $209K sold.

Atlas Private Wealth Advisors first reported a position in VTI in Q2 2020 and held it in 8 quarters. The position peaked at $209K in Q4 2023. 2,733 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

Atlas Private Wealth Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Atlas Private Wealth Advisors sold 879 Vanguard Total Stock Market ETF shares in Q1 2024, an estimated $209K.
Atlas Private Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2020 and held it in 8 quarters.
Atlas Private Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $209K in Q4 2023.
2,733 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2024.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2024, filed 6 May 2024.