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

Eagle Global 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
2022 Q2	–	Sell	-1,025	Closed	-$233K	–	238
2022 Q1	$233K	Hold	1,025	–	–	0.01%	213
2021 Q4	$247K	Sell	1,025 -73	-7%	-$17.2K	0.02%	215
2021 Q3	$244K	Hold	1,098	–	–	0.02%	218
2021 Q2	$245K	Hold	1,098	–	–	0.02%	228
2021 Q1	$227K	Buy	1,098 +5	+0.5%	+$1.01K	0.02%	236
2020 Q4	$213K	Buy	+1,093	New	+$200K	0.02%	206

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Eagle Global Advisors's VTI Position: Q2 2022 in Review

Eagle Global Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 1,025 shares — an estimated $233K sold.

Eagle Global Advisors first reported a position in VTI in Q4 2020 and held it in 6 quarters. The position peaked at $247K in Q4 2021. 2,168 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Eagle Global Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Eagle Global Advisors sold 1,025 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $233K.
Eagle Global Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 6 quarters.
Eagle Global Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $247K in Q4 2021.
2,168 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Eagle Global Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.