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C2C Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

C2C 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
2023
Q4 		– Sell
-2,160
Closed -$456K – 226
2023
Q3 		$456K Hold
2,160
– – 0.06% 158
2023
Q2 		$486K Hold
2,160
– – 0.06% 155
2023
Q1 		$438K Sell
2,160
-67
-3% -$13.4K 0.07% 158
2022
Q4 		$436K Hold
2,227
– – 0.08% 110
2022
Q3 		$423K Hold
2,227
– – 0.08% 110
2022
Q2 		$438K Hold
2,227
– – 0.08% 113
2022
Q1 		$501K Hold
2,227
– – 0.09% 114
2021
Q4 		$538K Buy
+2,227
New +$526K 0.08% 122

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

C2C Wealth Management's VTI Position: Q4 2023 in Review

C2C Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2023, closing a stake of 2,160 shares — an estimated $456K sold.

C2C Wealth Management first reported a position in VTI in Q4 2021 and held it in 8 quarters. The position peaked at $538K in Q4 2021. 2,679 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

  • C2C Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 2,160 Vanguard Total Stock Market ETF shares in Q4 2023, an estimated $456K.
  • C2C Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 8 quarters.
  • C2C Wealth Management's Vanguard Total Stock Market ETF position peaked at $538K in Q4 2021.
  • 2,679 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.