FourThought Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

FourThought Financial’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 Q3	$1.51M	Sell	8,418 -13	-0.2%	-$2.59K	0.22%	91
2022 Q2	$1.59M	Buy	8,431 +223	+3%	+$45.8K	0.23%	94
2022 Q1	$1.87M	Buy	8,208 +1,608	+24%	+$362K	0.24%	88
2021 Q4	$1.59M	Sell	6,600 -57	-0.9%	-$13.5K	0.2%	94
2021 Q3	$1.48M	Sell	6,657 -37	-0.6%	-$8.44K	0.2%	100
2021 Q2	$1.49M	Sell	6,694 -5,184	-44%	-$1.13M	0.2%	97
2021 Q1	$2.46M	Buy	11,878 +11,312	+1,999%	+$2.29M	0.36%	61
2020 Q4	$110K	Buy	+566	New	+$103K	0.02%	460

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial's VTI Position: Q3 2022 in Review

FourThought Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.15% in Q3 2022, selling an estimated $2.59K and leaving 8,418 shares worth $1.51M. The position accounts for 0.22% of the portfolio, ranked #91.

FourThought Financial first reported a position in VTI in Q4 2020 and has held it in 8 quarters since. The position peaked at $2.46M in Q1 2021. 2,145 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

FourThought Financial held 8,418 shares of Vanguard Morningstar Total Stock Market ETF worth $1.51M as of Q3 2022.
FourThought Financial sold 13 Vanguard Morningstar Total Stock Market ETF shares in Q3 2022, an estimated $2.59K.
Vanguard Morningstar Total Stock Market ETF made up 0.22% of FourThought Financial's portfolio in Q3 2022, its #91 holding.
FourThought Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $2.46M in Q1 2021.
2,145 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.