DeDora Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DeDora Capital’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	-65	Closed	-$15K	–	384
2022 Q1	$15K	Buy	+65	New	+$14.6K	0.01%	268
2020 Q1	–	Sell	-74	Closed	-$12K	–	121
2019 Q4	$12K	Buy	+74	New	+$11.6K	0.01%	109

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

DeDora Capital's VTI Position: Q2 2022 in Review

DeDora Capital sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 65 shares — an estimated $15K sold.

DeDora Capital first reported a position in VTI in Q4 2019 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 2,168 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

DeDora Capital reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
DeDora Capital sold 65 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $15K.
DeDora Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and held it in 2 quarters.
DeDora Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $15K in Q1 2022.
2,168 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on DeDora Capital's 13F filing for Q2 2022, filed 27 Jul 2022.