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

Avondale 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
2025 Q1	–	Sell	-1,282	Closed	-$372K	–	118
2024 Q4	$372K	Hold	1,282	–	–	0.24%	37
2024 Q3	$363K	Hold	1,282	–	–	0.24%	36
2024 Q2	$343K	Hold	1,282	–	–	0.23%	38
2024 Q1	$333K	Hold	1,282	–	–	0.23%	37
2023 Q4	$304K	Hold	1,282	–	–	0.25%	35
2023 Q3	$272K	Hold	1,282	–	–	0.24%	38
2023 Q2	$282K	Sell	1,282 -593	-32%	-$124K	0.24%	38
2023 Q1	$383K	Hold	1,875	–	–	0.33%	33
2022 Q4	$358K	Hold	1,875	–	–	0.31%	27
2022 Q3	$337K	Hold	1,875	–	–	0.37%	25
2022 Q2	$354K	Hold	1,875	–	–	0.41%	24
2022 Q1	$427K	Hold	1,875	–	–	0.5%	25
2021 Q4	$453K	Hold	1,875	–	–	0.46%	25
2021 Q3	$416K	Hold	1,875	–	–	0.41%	29
2021 Q2	$418K	Hold	1,875	–	–	0.39%	32
2021 Q1	$388K	Hold	1,875	–	–	0.38%	30
2020 Q4	$365K	Hold	1,875	–	–	0.42%	20
2020 Q3	$319K	Hold	1,875	–	–	0.48%	19
2020 Q2	$293K	Hold	1,875	–	–	0.42%	20
2020 Q1	$242K	Hold	1,875	–	–	0.38%	21
2019 Q4	$307K	Hold	1,875	–	–	0.45%	18
2019 Q3	$283K	Hold	1,875	–	–	0.47%	18
2019 Q2	$281K	Hold	1,875	–	–	0.21%	20
2019 Q1	$271K	Hold	1,875	–	–	0.21%	18
2018 Q4	$239K	Hold	1,875	–	–	0.2%	19
2018 Q3	$281K	Buy	+1,875	New	+$276K	0.27%	14

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Avondale Wealth Management's VTI Position: Q1 2025 in Review

Avondale Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 1,282 shares — an estimated $372K sold.

Avondale Wealth Management first reported a position in VTI in Q3 2018 and held it in 26 quarters. The position peaked at $453K in Q4 2021. 3,160 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Avondale Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Avondale Wealth Management sold 1,282 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $372K.
Avondale Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and held it in 26 quarters.
Avondale Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $453K in Q4 2021.
3,160 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Avondale Wealth Management's 13F filing for Q1 2025, filed 8 Apr 2025.