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

Emerson Wealth’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	$229K	Hold	1,212	–	–	0.15%	22
2022 Q1	$276K	Sell	1,212 -55	-4%	-$12.4K	0.15%	21
2021 Q4	$306K	Hold	1,267	–	–	0.16%	19
2021 Q3	$281K	Hold	1,267	–	–	0.16%	19
2021 Q2	$282K	Hold	1,267	–	–	0.16%	19
2021 Q1	$262K	Sell	1,267 -218	-15%	-$44.1K	0.16%	21
2020 Q4	$289K	Hold	1,485	–	–	0.17%	21
2020 Q3	$253K	Hold	1,485	–	–	0.17%	20
2020 Q2	$232K	Buy	+1,485	New	+$219K	0.16%	20
2020 Q1	–	Sell	-1,593	Closed	-$261K	–	26
2019 Q4	$261K	Buy	1,593 +77	+5%	+$12.1K	0.18%	22
2019 Q3	$229K	Buy	1,516 +53	+4%	+$7.99K	0.17%	21
2019 Q2	$220K	Sell	1,463 -16	-1%	-$2.36K	0.16%	22
2019 Q1	$214K	Sell	1,479 -116	-7%	-$16.2K	0.16%	27
2018 Q4	$204K	Buy	+1,595	New	+$220K	0.2%	26

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

Emerson Wealth's VTI Position: Q2 2022 in Review

Emerson Wealth held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2022 at 1,212 shares worth $229K. The position accounts for 0.15% of the portfolio, ranked #22.

Emerson Wealth first reported a position in VTI in Q4 2018 and has held it in 14 quarters since. The position peaked at $306K in Q4 2021. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Emerson Wealth held 1,212 shares of Vanguard Morningstar Total Stock Market ETF worth $229K as of Q2 2022.
Emerson Wealth left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2022.
Vanguard Morningstar Total Stock Market ETF made up 0.15% of Emerson Wealth's portfolio in Q2 2022, its #22 holding.
Emerson Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 14 quarters since.
Emerson Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $306K in Q4 2021.
2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.