Dumont & Blake Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Dumont & Blake Investment 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 Q2	–	Sell	-786	Closed	-$204K	–	205
2024 Q1	$204K	Buy	+786	New	+$194K	0.06%	189
2014 Q1	–	Sell	-2,729	Closed	-$262K	–	153
2013 Q4	$262K	Sell	2,729 -4,812	-64%	-$443K	0.14%	129
2013 Q3	$661K	Sell	7,541 -147	-2%	-$12.8K	0.31%	108
2013 Q2	$636K	Buy	+7,688	New	+$638K	0.38%	94

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Dumont & Blake Investment Advisors's VTI Position: Q2 2024 in Review

Dumont & Blake Investment Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 786 shares — an estimated $204K sold.

Dumont & Blake Investment Advisors first reported a position in VTI in Q2 2013 and held it in 4 quarters. The position peaked at $661K in Q3 2013. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

Dumont & Blake Investment Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
Dumont & Blake Investment Advisors sold 786 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $204K.
Dumont & Blake Investment Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and held it in 4 quarters.
Dumont & Blake Investment Advisors's Vanguard Total Stock Market ETF position peaked at $661K in Q3 2013.
2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2024, filed 24 Jul 2024.