EWG Elevate’s Vanguard Total Stock Market ETF VTI Stock Holding History

EWG Elevate’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	-658	Closed	-$126K	–	773
2022 Q4	$126K	Buy	+658	New	+$127K	0.06%	103

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

EWG Elevate's VTI Position: Q1 2023 in Review

EWG Elevate sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2023, closing a stake of 658 shares — an estimated $126K sold.

EWG Elevate first reported a position in VTI in Q4 2022 and held it in 1 quarter. The position peaked at $126K in Q4 2022. 2,330 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

EWG Elevate reported no remaining Vanguard Total Stock Market ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 658 Vanguard Total Stock Market ETF shares in Q1 2023, an estimated $126K.
EWG Elevate first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and held it in 1 quarter.
EWG Elevate's Vanguard Total Stock Market ETF position peaked at $126K in Q4 2022.
2,330 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.