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Bickling Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bickling Financial Services’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
Q2 		– Sell
-2,118
Closed -$482K – 133
2022
Q1 		$482K Sell
2,118
-180
-8% -$40.5K 0.25% 73
2021
Q4 		$555K Buy
+2,298
New +$542K 0.27% 66

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Bickling Financial Services's VTI Position: Q2 2022 in Review

Bickling Financial Services sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 2,118 shares — an estimated $482K sold.

Bickling Financial Services first reported a position in VTI in Q4 2021 and held it in 2 quarters. The position peaked at $555K in Q4 2021. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

  • Bickling Financial Services reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Bickling Financial Services sold 2,118 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $482K.
  • Bickling Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 2 quarters.
  • Bickling Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $555K in Q4 2021.
  • 2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Bickling Financial Services's 13F filing for Q2 2022, filed 12 Aug 2022.