Doyle Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Doyle Wealth Management’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
2022 Q3	$1.95M	Buy	10,850 +2,919	+37%	+$582K	0.17%	82
2022 Q2	$1.5M	Buy	7,931 +276	+4%	+$56.7K	0.12%	91
2022 Q1	$1.74M	Sell	7,655 -3,715	-33%	-$835K	0.13%	90
2021 Q4	$2.75M	Buy	11,370 +85	+0.8%	+$20.1K	0.2%	79
2021 Q3	$2.51M	Buy	11,285 +1,553	+16%	+$354K	0.2%	79
2021 Q2	$2.17M	Buy	9,732 +2,083	+27%	+$452K	0.18%	81
2021 Q1	$1.58M	Sell	7,649 -526	-6%	-$106K	0.15%	84
2020 Q4	$1.59M	Sell	8,175 -442	-5%	-$80.8K	0.16%	81
2020 Q3	$1.47M	Buy	8,617 +422	+5%	+$71K	0.17%	78
2020 Q2	$1.28M	Sell	8,195 -257	-3%	-$37.9K	0.17%	70
2020 Q1	$1.09M	Buy	8,452 +1,151	+16%	+$178K	0.17%	65
2019 Q4	$1.2M	Sell	7,301 -786	-10%	-$123K	0.15%	78
2019 Q3	$1.22M	Buy	8,087 +9	+0.1%	+$1.36K	0.17%	72
2019 Q2	$1.21M	Buy	8,078 +8	+0.1%	+$1.18K	0.17%	70
2019 Q1	$1.19M	Sell	8,070 -91	-1%	-$12.7K	0.17%	72
2018 Q4	$1.04M	Buy	8,161 +89	+1%	+$12.3K	0.18%	66
2018 Q3	$1.21M	Buy	8,072 +262	+3%	+$38.6K	0.19%	65
2018 Q2	$1.1M	Buy	7,810 +1,008	+15%	+$141K	0.18%	68
2018 Q1	$923K	Sell	6,802 -7	-0.1%	-$982	0.16%	68
2017 Q4	$934K	Buy	6,809 +56	+0.8%	+$7.49K	0.16%	68
2017 Q3	$875K	Buy	6,753 +2,642	+64%	+$335K	0.15%	66
2017 Q2	$512K	Buy	4,111 +756	+23%	+$93.2K	0.09%	87
2017 Q1	$407K	Buy	+3,355	New	+$402K	0.08%	93

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

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

Doyle Wealth Management's VTI Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 37% in Q3 2022, buying an estimated $582K and bringing the position to 10,850 shares worth $1.95M. The position accounts for 0.17% of the portfolio, ranked #82.

Doyle Wealth Management first reported a position in VTI in Q1 2017 and has held it in 23 quarters since. The position peaked at $2.75M in Q4 2021. 2,145 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

Doyle Wealth Management held 10,850 shares of Vanguard Morningstar Total Stock Market ETF worth $1.95M as of Q3 2022.
Doyle Wealth Management bought 2,919 Vanguard Morningstar Total Stock Market ETF shares in Q3 2022, an estimated $582K.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Doyle Wealth Management's portfolio in Q3 2022, its #82 holding.
Doyle Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.75M in Q4 2021.
2,145 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.