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DOHJ LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DOHJ LLC’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
-890
Closed -$231K – 144
2024
Q1 		$231K Buy
890
+25
+3% +$6.18K 0.06% 134
2023
Q4 		$205K Sell
865
-955
-52% -$211K 0.06% 138
2023
Q3 		$386K Sell
1,820
-41
-2% -$9.07K 0.17% 68
2023
Q2 		$410K Buy
1,861
+759
+69% +$158K 0.18% 69
2023
Q1 		$225K Buy
1,102
+49
+5% +$9.81K 0.11% 86
2022
Q4 		$201K Sell
1,053
-1,240
-54% -$239K 0.11% 87
2022
Q3 		$411K Buy
+2,293
New +$457K 0.28% 60
2020
Q1 		– Sell
-1,643
Closed -$269K – 68
2019
Q4 		$269K Buy
+1,643
New +$257K 0.24% 56

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DOHJ LLC's VTI Position: Q2 2024 in Review

DOHJ LLC sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 890 shares — an estimated $231K sold.

DOHJ LLC first reported a position in VTI in Q4 2019 and held it in 8 quarters. The position peaked at $411K in Q3 2022. 2,776 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • DOHJ LLC reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • DOHJ LLC sold 890 Vanguard Morningstar Total Stock Market ETF shares in Q2 2024, an estimated $231K.
  • DOHJ LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and held it in 8 quarters.
  • DOHJ LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $411K in Q3 2022.
  • 2,776 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2024.

Based on DOHJ LLC's 13F filing for Q2 2024, filed 9 Aug 2024.