High Pines Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

High Pines Wealth Management’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	-11,402	Closed	-$2.6M	–	37
2022 Q1	$2.6M	Hold	11,402	–	–	1.91%	25
2021 Q4	$2.75M	Sell	11,402 -9,674	-46%	-$2.28M	1.92%	25
2021 Q3	$4.68M	Buy	21,076 +7,889	+60%	+$1.8M	3.21%	13
2021 Q2	$2.94M	Buy	+13,187	New	+$2.86M	2.22%	21

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

High Pines Wealth Management's VTI Position: Q2 2022 in Review

High Pines Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 11,402 shares — an estimated $2.6M sold.

High Pines Wealth Management first reported a position in VTI in Q2 2021 and held it in 4 quarters. The position peaked at $4.68M in Q3 2021. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

High Pines Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
High Pines Wealth Management sold 11,402 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $2.6M.
High Pines Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2021 and held it in 4 quarters.
High Pines Wealth Management's Vanguard Total Stock Market ETF position peaked at $4.68M in Q3 2021.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on High Pines Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.