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Crestmont Private Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Crestmont Private Wealth’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
-45
Closed -$10K – 54
2022
Q1 		$10K Buy
+45
New +$10.1K 0.01% 39

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
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

Crestmont Private Wealth's VTI Position: Q2 2022 in Review

Crestmont Private Wealth sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 45 shares — an estimated $10K sold.

Crestmont Private Wealth first reported a position in VTI in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

  • Crestmont Private Wealth reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
  • Crestmont Private Wealth sold 45 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $10K.
  • Crestmont Private Wealth first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and held it in 1 quarter.
  • Crestmont Private Wealth's Vanguard Total Stock Market ETF position peaked at $10K in Q1 2022.
  • 2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Crestmont Private Wealth's 13F filing for Q2 2022, filed 13 Jul 2022.