CF
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Concorde Financial’s Vanguard 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 $52.8B AUM 15.34% 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 $49.2B AUM
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Concorde Financial's VTI Position: Q1 2022 in Review

Concorde Financial sold out of Vanguard 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. 2,225 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

  • Concorde Financial reported no remaining Vanguard Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • Concorde Financial sold 142 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $34K.
  • Concorde Financial first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 1 quarter.
  • Concorde Financial's Vanguard Total Stock Market ETF position peaked at $34K in Q4 2021.
  • 2,225 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

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