Capital Wealth Planning’s Vanguard Total Stock Market ETF VTI Stock Holding History

Capital Wealth Planning’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	–	Sell	-1,365	Closed	-$245K	–	112
2022 Q3	$245K	Buy	+1,365	New	+$272K	﹤0.01%	82
2021 Q2	–	Sell	-1,661	Closed	-$343K	–	144
2021 Q1	$343K	Buy	1,661 +46	+3%	+$9.31K	0.01%	85
2020 Q4	$324K	Buy	+1,615	New	+$295K	0.01%	81
2020 Q2	–	Sell	-32,973	Closed	-$4.25M	–	218
2020 Q1	$4.25M	Buy	+32,973	New	+$5.1M	0.27%	33
2019 Q4	–	Sell	-30,136	Closed	-$4.61M	–	258
2019 Q3	$4.61M	Buy	30,136 +2,185	+8%	+$329K	0.29%	32
2019 Q2	$4.2M	Buy	+27,951	New	+$4.12M	0.3%	34

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

Capital Wealth Planning's VTI Position: Q4 2022 in Review

Capital Wealth Planning sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2022, closing a stake of 1,365 shares — an estimated $245K sold.

Capital Wealth Planning first reported a position in VTI in Q2 2019 and held it in 6 quarters. The position peaked at $4.61M in Q3 2019. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

Capital Wealth Planning reported no remaining Vanguard Total Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Capital Wealth Planning sold 1,365 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $245K.
Capital Wealth Planning first reported a position in Vanguard Total Stock Market ETF in Q2 2019 and held it in 6 quarters.
Capital Wealth Planning's Vanguard Total Stock Market ETF position peaked at $4.61M in Q3 2019.
2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

Based on Capital Wealth Planning's 13F filing for Q4 2022, filed 3 Feb 2023.