DHK Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DHK Financial Advisors’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 Q2	–	Sell	-11,544	Closed	-$3M	–	101
2024 Q1	$3M	Sell	11,544 -1,699	-13%	-$420K	2.12%	10
2023 Q4	$3.14M	Buy	13,243 +6	+0%	+$1.33K	2.36%	12
2023 Q3	$2.81M	Sell	13,237 -419	-3%	-$92.7K	2.51%	11
2023 Q2	$3.01M	Buy	13,656 +12,272	+887%	+$2.56M	2.56%	11
2023 Q1	$282K	Sell	1,384 -13,086	-90%	-$2.62M	0.35%	38
2022 Q4	$2.77M	Buy	14,470 +309	+2%	+$59.5K	3.85%	8
2022 Q3	$2.54M	Buy	14,161 +12,459	+732%	+$2.48M	4.17%	8
2022 Q2	$321K	Buy	1,702 +6	+0.4%	+$1.23K	0.31%	36
2022 Q1	$386K	Buy	1,696 +4	+0.2%	+$900	0.33%	32
2021 Q4	$409K	Buy	+1,692	New	+$399K	0.39%	30

Other funds holding VTI

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

RIM

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DHK Financial Advisors's VTI Position: Q2 2024 in Review

DHK Financial Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 11,544 shares — an estimated $3M sold.

DHK Financial Advisors first reported a position in VTI in Q4 2021 and held it in 10 quarters. The position peaked at $3.14M in Q4 2023. 2,778 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

DHK Financial Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
DHK Financial Advisors sold 11,544 Vanguard Morningstar Total Stock Market ETF shares in Q2 2024, an estimated $3M.
DHK Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 10 quarters.
DHK Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.14M in Q4 2023.
2,778 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2024.

Based on DHK Financial Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.