Global Wealth Management Investment Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-46	Closed	-$10.9K	–	432
2023 Q4	$10.9K	Hold	46	–	–	﹤0.01%	284
2023 Q3	$9.77K	Hold	46	–	–	﹤0.01%	293
2023 Q2	$10.1K	Buy	+46	New	+$9.6K	﹤0.01%	292
2020 Q4	–	Sell	-95	Closed	-$16K	–	513
2020 Q3	$16K	Sell	95 -591	-86%	-$99.4K	0.01%	242
2020 Q2	$107K	Hold	686	–	–	0.05%	148
2020 Q1	$88K	Sell	686 -582	-46%	-$90K	0.04%	142
2019 Q4	$207K	Buy	1,268 +582	+85%	+$91.2K	0.09%	107
2019 Q3	$104K	Sell	686 -68	-9%	-$10.3K	0.05%	134
2019 Q2	$113K	Hold	754	–	–	0.05%	129
2019 Q1	$109K	Sell	754 -6	-0.8%	-$837	0.06%	156
2018 Q4	$97K	Buy	+760	New	+$105K	0.06%	178

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 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

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

Global Wealth Management Investment Advisory's VTI Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2024, closing a stake of 46 shares — an estimated $10.9K sold.

Global Wealth Management Investment Advisory first reported a position in VTI in Q4 2018 and held it in 11 quarters. The position peaked at $207K in Q4 2019. 2,734 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 46 Vanguard Morningstar Total Stock Market ETF shares in Q1 2024, an estimated $10.9K.
Global Wealth Management Investment Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and held it in 11 quarters.
Global Wealth Management Investment Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $207K in Q4 2019.
2,734 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.