Hayden Royal’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hayden Royal’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
2020 Q4	–	Sell	-4,553	Closed	-$775K	–	571
2020 Q3	$775K	Buy	4,553 +636	+16%	+$107K	0.41%	60
2020 Q2	$613K	Buy	3,917 +328	+9%	+$48.4K	0.35%	67
2020 Q1	$463K	Buy	3,589 +808	+29%	+$125K	0.27%	99
2019 Q4	$476K	Buy	2,781 +1	+0%	+$157	0.24%	100
2019 Q3	$420K	Buy	2,780 +390	+16%	+$58.8K	0.37%	90
2019 Q2	$365K	Buy	+2,390	New	+$352K	0.39%	84

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hayden Royal's VTI Position: Q4 2020 in Review

Hayden Royal sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2020, closing a stake of 4,553 shares — an estimated $775K sold.

Hayden Royal first reported a position in VTI in Q2 2019 and held it in 6 quarters. The position peaked at $775K in Q3 2020. 1,773 funds tracked by Wall St. Rank hold VTI as of Q4 2020.

Hayden Royal reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2020 after selling out during the quarter.
Hayden Royal sold 4,553 Vanguard Morningstar Total Stock Market ETF shares in Q4 2020, an estimated $775K.
Hayden Royal first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and held it in 6 quarters.
Hayden Royal's Vanguard Morningstar Total Stock Market ETF position peaked at $775K in Q3 2020.
1,773 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2020.

Based on Hayden Royal's 13F filing for Q4 2020, filed 16 Feb 2021.