DLHL
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Donald L. Hagan LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History

Donald L. Hagan 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
2023
Q1 		– Sell
-1,623
Closed -$310K – 120
2022
Q4 		$310K Buy
+1,623
New +$313K 0.2% 76

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Donald L. Hagan LLC's VTI Position: Q1 2023 in Review

Donald L. Hagan LLC sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2023, closing a stake of 1,623 shares — an estimated $310K sold.

Donald L. Hagan LLC first reported a position in VTI in Q4 2022 and held it in 1 quarter. The position peaked at $310K in Q4 2022. 2,330 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

  • Donald L. Hagan LLC reported no remaining Vanguard Total Stock Market ETF position as of Q1 2023 after selling out during the quarter.
  • Donald L. Hagan LLC sold 1,623 Vanguard Total Stock Market ETF shares in Q1 2023, an estimated $310K.
  • Donald L. Hagan LLC first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and held it in 1 quarter.
  • Donald L. Hagan LLC's Vanguard Total Stock Market ETF position peaked at $310K in Q4 2022.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2023.

Based on Donald L. Hagan LLC's 13F filing for Q1 2023, filed 18 Apr 2023.