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Covenant Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Covenant Partners’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
Q4 		– Sell
-40
Closed -$11.3K – 181
2024
Q3 		$11.3K Buy
+40
New +$10.9K ﹤0.01% 177

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Covenant Partners's VTI Position: Q4 2024 in Review

Covenant Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 40 shares — an estimated $11.3K sold.

Covenant Partners first reported a position in VTI in Q3 2024 and held it in 1 quarter. The position peaked at $11.3K in Q3 2024. 3,178 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Covenant Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Covenant Partners sold 40 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $11.3K.
  • Covenant Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and held it in 1 quarter.
  • Covenant Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $11.3K in Q3 2024.
  • 3,178 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Covenant Partners's 13F filing for Q4 2024, filed 14 Feb 2025.