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Blue Zone Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Blue Zone 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
2022
Q1 		– Sell
-1,027
Closed -$248K – 112
2021
Q4 		$248K Buy
+1,027
New +$242K 0.08% 92

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Blue Zone Wealth Advisors's VTI Position: Q1 2022 in Review

Blue Zone Wealth Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 1,027 shares — an estimated $248K sold.

Blue Zone Wealth Advisors first reported a position in VTI in Q4 2021 and held it in 1 quarter. The position peaked at $248K in Q4 2021. 2,225 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

  • Blue Zone Wealth Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • Blue Zone Wealth Advisors sold 1,027 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $248K.
  • Blue Zone Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 1 quarter.
  • Blue Zone Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $248K in Q4 2021.
  • 2,225 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2022, filed 8 Apr 2022.