Burleson & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Burleson & Co’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	$20.2K	Buy	106 +1	+1%	+$193	0.01%	230
2022 Q3	$19K	Hold	105	–	–	﹤0.01%	251
2022 Q2	$20K	Buy	105 +53	+102%	+$10.9K	﹤0.01%	234
2022 Q1	$12K	Hold	52	–	–	﹤0.01%	265
2021 Q4	$12K	Hold	52	–	–	﹤0.01%	257
2021 Q3	$11K	Buy	52 +1	+2%	+$228	﹤0.01%	257
2021 Q2	$11K	Hold	51	–	–	﹤0.01%	262
2021 Q1	$11K	Buy	+51	New	+$10.3K	﹤0.01%	252
2018 Q4	–	Sell	-2,889	Closed	-$398K	–	107
2018 Q3	$398K	Hold	2,889	–	–	0.22%	79
2018 Q2	$406K	Buy	2,889 +41	+1%	+$5.72K	0.24%	79
2018 Q1	$387K	Sell	2,848 -1,004	-26%	-$141K	0.25%	76
2017 Q4	$529K	Buy	+3,852	New	+$515K	0.34%	74

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

Burleson & Co's VTI Position: Q4 2022 in Review

Burleson & Co increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.95% in Q4 2022, buying an estimated $193 and bringing the position to 106 shares worth $20.2K. The position accounts for 0.01% of the portfolio, ranked #230.

Burleson & Co first reported a position in VTI in Q4 2017 and has held it in 12 quarters since. The position peaked at $529K in Q4 2017. 2,302 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

Burleson & Co held 106 shares of Vanguard Morningstar Total Stock Market ETF worth $20.2K as of Q4 2022.
Burleson & Co bought 1 Vanguard Morningstar Total Stock Market ETF share in Q4 2022, an estimated $193.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #230 holding.
Burleson & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 12 quarters since.
Burleson & Co's Vanguard Morningstar Total Stock Market ETF position peaked at $529K in Q4 2017.
2,302 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.