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Clear Point Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Clear Point 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
2024
Q4 		– Sell
-22
Closed -$6.18K – 520
2024
Q3 		$6.18K Hold
22
– – ﹤0.01% 376
2024
Q2 		$5.82K Hold
22
– – ﹤0.01% 373
2024
Q1 		$5.66K Hold
22
– – ﹤0.01% 378
2023
Q4 		$5.14K Buy
+22
New +$4.86K ﹤0.01% 368

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Clear Point Advisors's VTI Position: Q4 2024 in Review

Clear Point Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 22 shares — an estimated $6.18K sold.

Clear Point Advisors first reported a position in VTI in Q4 2023 and held it in 4 quarters. The position peaked at $6.18K in Q3 2024. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Clear Point Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 22 Vanguard Total Stock Market ETF shares in Q4 2024, an estimated $6.18K.
  • Clear Point Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Vanguard Total Stock Market ETF position peaked at $6.18K in Q3 2024.
  • 3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.