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First Personal Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

First Personal Financial Services’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
Q3 		$207K Hold
732
– – 0.04% 120
2024
Q2 		$196K Hold
732
– – 0.04% 121
2024
Q1 		$190K Sell
732
-268
-27% -$66.3K 0.04% 118
2023
Q4 		$237K Hold
1,000
– – 0.06% 106
2023
Q3 		$212K Hold
1,000
– – 0.06% 108
2023
Q2 		$220K Sell
1,000
-73
-7% -$15.2K 0.05% 106
2023
Q1 		$219K Hold
1,073
– – 0.06% 106
2022
Q4 		$205K Sell
1,073
-300
-22% -$57.8K 0.06% 115
2022
Q3 		$246K Buy
1,373
+1,173
+587% +$234K 0.07% 107
2022
Q2 		$38K Hold
200
– – 0.01% 205
2022
Q1 		$46K Hold
200
– – 0.01% 199
2021
Q4 		$48K Hold
200
– – 0.01% 197
2021
Q3 		$44K Hold
200
– – 0.01% 201
2021
Q2 		$45K Hold
200
– – 0.01% 203
2021
Q1 		$41K Hold
200
– – 0.01% 201
2020
Q4 		$39K Hold
200
– – 0.01% 200
2020
Q3 		$34K Hold
200
– – 0.01% 205
2020
Q2 		$31K Sell
200
-115
-37% -$17K 0.01% 213
2020
Q1 		$41K Sell
315
-49
-13% -$7.58K 0.02% 194
2019
Q4 		$60K Buy
364
+49
+16% +$7.68K 0.02% 180
2019
Q3 		$48K Sell
315
-3,400
-92% -$512K 0.01% 252
2019
Q2 		$558K Hold
3,715
– – 0.16% 111
2019
Q1 		$538K Hold
3,715
– – 0.16% 113
2018
Q4 		$474K Sell
3,715
-7
-0.2% -$966 0.16% 114
2018
Q3 		$557K Hold
3,722
– – 0.18% 109
2018
Q2 		$523K Sell
3,722
-789
-17% -$110K 0.18% 114
2018
Q1 		$612K Buy
4,511
+111
+3% +$15.6K 0.13% 135
2017
Q4 		$604K Buy
4,400
+986
+29% +$132K 0.12% 139
2017
Q3 		$442K Buy
3,414
+2,214
+185% +$280K 0.09% 153
2017
Q2 		$149K Buy
1,200
+321
+37% +$39.6K 0.03% 252
2017
Q1 		$107K Hold
879
– – 0.03% 277
2016
Q4 		$101K Hold
879
– – 0.03% 280
2016
Q3 		$98K Buy
+879
New +$97.5K 0.03% 209

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

First Personal Financial Services's VTI Position: Q3 2024 in Review

First Personal Financial Services held its Vanguard Total Stock Market ETF (VTI) position steady in Q3 2024 at 732 shares worth $207K. The position accounts for 0.04% of the portfolio, ranked #120.

First Personal Financial Services first reported a position in VTI in Q3 2016 and has held it in 33 quarters since. The position peaked at $612K in Q1 2018. 2,846 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • First Personal Financial Services held 732 shares of Vanguard Total Stock Market ETF worth $207K as of Q3 2024.
  • First Personal Financial Services left its Vanguard Total Stock Market ETF share count unchanged in Q3 2024.
  • Vanguard Total Stock Market ETF made up 0.04% of First Personal Financial Services's portfolio in Q3 2024, its #120 holding.
  • First Personal Financial Services first reported a position in Vanguard Total Stock Market ETF in Q3 2016 and has held it in 33 quarters since.
  • First Personal Financial Services's Vanguard Total Stock Market ETF position peaked at $612K in Q1 2018.
  • 2,846 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.