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

Boulder 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 Q4	$50K	Buy	+260	New	+$50.1K	0.04%	35

Other funds holding VTI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Boulder Wealth Advisors's VTI Position: Q4 2022 in Review

Boulder Wealth Advisors opened a new position in Vanguard Total Stock Market ETF (VTI) in Q4 2022: 260 shares worth $50K. The stake represents 0.04% of the portfolio and ranks #35 among its holdings.

2,302 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

Boulder Wealth Advisors held 260 shares of Vanguard Total Stock Market ETF worth $50K as of Q4 2022.
Vanguard Total Stock Market ETF was a new Boulder Wealth Advisors position in Q4 2022.
Vanguard Total Stock Market ETF made up 0.04% of Boulder Wealth Advisors's portfolio in Q4 2022, its #35 holding.
2,302 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

Based on Boulder Wealth Advisors's 13F filing for Q4 2022, filed 21 Feb 2023.