HWMA
VTI icon

Heritage Wealth Management (Arizona)’s Vanguard Total Stock Market ETF VTI Stock Holding History

Heritage Wealth Management (Arizona)’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
Q2 		$238K Buy
891
+21
+2% +$5.43K 0.13% 148
2024
Q1 		$226K Buy
+870
New +$215K 0.12% 164
2022
Q4 		$7.76M Buy
40,574
+15,988
+65% +$3.08M 1.11% 13
2022
Q3 		$4.41M Sell
24,586
-4,654
-16% -$928K 1.42% 13
2022
Q2 		$5.52M Sell
29,240
-2,406
-8% -$494K 1.84% 8
2022
Q1 		$7.21M Buy
+31,646
New +$7.12M 1.95% 8
2021
Q3 		$124K Buy
557
+34
+7% +$7.75K 0.04% 304
2021
Q2 		$117K Buy
+523
New +$114K 0.04% 312

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return