CJFS
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Coulter & Justus Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Coulter & Justus Financial Services’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
Q2 		– Sell
-4,038
Closed -$919K – 59
2022
Q1 		$919K Buy
+4,038
New +$908K 0.32% 7

Other funds holding VTI

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RIM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Coulter & Justus Financial Services's VTI Position: Q2 2022 in Review

Coulter & Justus Financial Services sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 4,038 shares — an estimated $919K sold.

Coulter & Justus Financial Services first reported a position in VTI in Q1 2022 and held it in 1 quarter. The position peaked at $919K in Q1 2022. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

  • Coulter & Justus Financial Services reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Coulter & Justus Financial Services sold 4,038 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $919K.
  • Coulter & Justus Financial Services first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and held it in 1 quarter.
  • Coulter & Justus Financial Services's Vanguard Total Stock Market ETF position peaked at $919K in Q1 2022.
  • 2,167 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Coulter & Justus Financial Services's 13F filing for Q2 2022, filed 29 Jul 2022.