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Concorde Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Concorde Financial’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
Q1 		– Sell
-142
Closed -$34K – 132
2021
Q4 		$34K Buy
+142
New +$33.5K 0.02% 60

Other funds holding VTI

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Concorde Financial's VTI Position: Q1 2022 in Review

Concorde Financial sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 142 shares — an estimated $34K sold.

Concorde Financial first reported a position in VTI in Q4 2021 and held it in 1 quarter. The position peaked at $34K in Q4 2021. 2,226 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

  • Concorde Financial reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • Concorde Financial sold 142 Vanguard Morningstar Total Stock Market ETF shares in Q1 2022, an estimated $34K.
  • Concorde Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 1 quarter.
  • Concorde Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $34K in Q4 2021.
  • 2,226 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2022.

Based on Concorde Financial's 13F filing for Q1 2022, filed 16 May 2022.