Freedman Financial Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Freedman Financial Associates’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	-5,621	Closed	-$1.3M	–	419
2022 Q1	$1.3M	Sell	5,621 -124	-2%	-$27.9K	0.89%	17
2021 Q4	$1.39M	Sell	5,745 -105	-2%	-$24.8K	0.95%	14
2021 Q3	$1.3M	Sell	5,850 -225	-4%	-$51.3K	0.95%	15
2021 Q2	$1.35M	Buy	6,075 +132	+2%	+$28.6K	1.02%	13
2021 Q1	$1.23M	Hold	5,943	–	–	1.01%	15
2020 Q4	$1.16M	Buy	+5,943	New	+$1.09M	1.04%	14

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

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

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MPM

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

Freedman Financial Associates's VTI Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 5,621 shares — an estimated $1.3M sold.

Freedman Financial Associates first reported a position in VTI in Q4 2020 and held it in 6 quarters. The position peaked at $1.39M in Q4 2021. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Freedman Financial Associates reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 5,621 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $1.3M.
Freedman Financial Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Vanguard Total Stock Market ETF position peaked at $1.39M in Q4 2021.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.