Geller Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Geller Advisors’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	-3,811	Closed	-$868K	–	172
2022 Q1	$868K	Sell	3,811 -500	-12%	-$112K	0.16%	36
2021 Q4	$1.04M	Sell	4,311 -1,050	-20%	-$248K	0.2%	29
2021 Q3	$1.19M	Buy	+5,361	New	+$1.22M	0.26%	24

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

Geller Advisors's VTI Position: Q2 2022 in Review

Geller Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 3,811 shares — an estimated $868K sold.

Geller Advisors first reported a position in VTI in Q3 2021 and held it in 3 quarters. The position peaked at $1.19M in Q3 2021. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Geller Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Geller Advisors sold 3,811 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $868K.
Geller Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and held it in 3 quarters.
Geller Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.19M in Q3 2021.
2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Geller Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.