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

Doliver 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
2023 Q3	–	Sell	-13,286	Closed	-$2.93M	–	163
2023 Q2	$2.93M	Buy	13,286 +4,558	+52%	+$951K	0.89%	13
2023 Q1	$1.78M	Sell	8,728 -950	-10%	-$190K	0.56%	25
2022 Q4	$1.85M	Buy	+9,678	New	+$1.87M	0.61%	23
2022 Q3	–	Sell	-8,682	Closed	-$1.64M	–	172
2022 Q2	$1.64M	Sell	8,682 -3,113	-26%	-$640K	0.58%	26
2022 Q1	$2.69M	Buy	+11,795	New	+$2.65M	0.85%	15
2021 Q4	–	Sell	-2,747	Closed	-$610K	–	188
2021 Q3	$610K	Sell	2,747 -9,762	-78%	-$2.23M	0.21%	83
2021 Q2	$2.79M	Sell	12,509 -5,875	-32%	-$1.28M	0.92%	16
2021 Q1	$3.8M	Buy	+18,384	New	+$3.72M	1.41%	7

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

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

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

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

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

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

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

Doliver Advisors's VTI Position: Q3 2023 in Review

Doliver Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2023, closing a stake of 13,286 shares — an estimated $2.93M sold.

Doliver Advisors first reported a position in VTI in Q1 2021 and held it in 8 quarters. The position peaked at $3.8M in Q1 2021. 2,403 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

Doliver Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2023 after selling out during the quarter.
Doliver Advisors sold 13,286 Vanguard Morningstar Total Stock Market ETF shares in Q3 2023, an estimated $2.93M.
Doliver Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and held it in 8 quarters.
Doliver Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.8M in Q1 2021.
2,403 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2023.

Based on Doliver Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.