Contravisory Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Contravisory Investment Management’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 Q1	–	Sell	-190	Closed	-$45.1K	–	394
2023 Q4	$45.1K	Sell	190 -50	-21%	-$11.1K	0.01%	226
2023 Q3	$51K	Buy	+240	New	+$53.1K	0.01%	230
2017 Q2	–	Sell	-92	Closed	-$11K	–	264
2017 Q1	$11K	Sell	92 -64	-41%	-$7.67K	﹤0.01%	216
2016 Q4	$18K	Buy	156 +32	+26%	+$3.6K	0.01%	188
2016 Q3	$14K	Buy	+124	New	+$13.8K	﹤0.01%	187

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Contravisory Investment Management's VTI Position: Q1 2024 in Review

Contravisory Investment Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2024, closing a stake of 190 shares — an estimated $45.1K sold.

Contravisory Investment Management first reported a position in VTI in Q3 2016 and held it in 5 quarters. The position peaked at $51K in Q3 2023. 2,733 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

Contravisory Investment Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Contravisory Investment Management sold 190 Vanguard Total Stock Market ETF shares in Q1 2024, an estimated $45.1K.
Contravisory Investment Management first reported a position in Vanguard Total Stock Market ETF in Q3 2016 and held it in 5 quarters.
Contravisory Investment Management's Vanguard Total Stock Market ETF position peaked at $51K in Q3 2023.
2,733 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.