Divergent Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Divergent Wealth 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 Q3	$958K	Sell	3,383 -97	-3%	-$26.5K	0.18%	15
2024 Q2	$931K	Buy	3,480 +1	+0%	+$259	0.18%	15
2024 Q1	$904K	Hold	3,479	–	–	0.18%	15
2023 Q4	$825K	Buy	3,479 +1	+0%	+$221	0.17%	16
2023 Q3	$739K	Sell	3,478 -32	-0.9%	-$7.08K	0.17%	16
2023 Q2	$773K	Sell	3,510 -1,079	-24%	-$225K	0.17%	18
2023 Q1	$937K	Sell	4,589 -1,893	-29%	-$379K	0.22%	20
2022 Q4	$1.24M	Buy	6,482 +2,355	+57%	+$454K	0.31%	17
2022 Q3	$741K	Buy	4,127 +1	+0%	+$199	0.2%	16
2022 Q2	$778K	Buy	4,126 +2	+0%	+$411	0.19%	14
2022 Q1	$939K	Sell	4,124 -26	-0.6%	-$5.85K	0.19%	14
2021 Q4	$1M	Sell	4,150 -559	-12%	-$132K	0.2%	17
2021 Q3	$1.05M	Buy	+4,709	New	+$1.07M	0.23%	14

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Divergent Wealth Advisors's VTI Position: Q3 2024 in Review

Divergent Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.8% in Q3 2024, selling an estimated $26.5K and leaving 3,383 shares worth $958K. The position accounts for 0.18% of the portfolio, ranked #15.

Divergent Wealth Advisors first reported a position in VTI in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.24M in Q4 2022. 2,846 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

Divergent Wealth Advisors held 3,383 shares of Vanguard Total Stock Market ETF worth $958K as of Q3 2024.
Divergent Wealth Advisors sold 97 Vanguard Total Stock Market ETF shares in Q3 2024, an estimated $26.5K.
Vanguard Total Stock Market ETF made up 0.18% of Divergent Wealth Advisors's portfolio in Q3 2024, its #15 holding.
Divergent Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and has held it in 13 quarters since.
Divergent Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $1.24M in Q4 2022.
2,846 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.