Continuum Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Continuum Wealth Advisors's VTI Position: Q2 2026 in Review
Continuum Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.5% in Q2 2026, selling an estimated $8.58K and leaving 949 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #58.
Continuum Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 6 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Continuum Wealth Advisors held 949 shares of Vanguard Morningstar Total Stock Market ETF worth $351K as of Q2 2026.
- Continuum Wealth Advisors sold 24 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.58K.
- Vanguard Morningstar Total Stock Market ETF made up 0.12% of Continuum Wealth Advisors's portfolio in Q2 2026, its #58 holding.
- Continuum Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 6 quarters since.
- 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.