Holistic Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Holistic Financial Partners’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 Q1	–	Sell	-1,119	Closed	-$270K	–	133
2021 Q4	$270K	Buy	+1,119	New	+$264K	0.16%	91
2019 Q2	–	Sell	-177,836	Closed	-$25.7M	–	105
2019 Q1	$25.7M	Buy	+177,836	New	+$24.8M	10.83%	2
2018 Q2	–	Sell	-97	Closed	-$13K	–	356
2018 Q1	$13K	Buy	97 +77	+385%	+$10.8K	0.01%	303
2017 Q4	$3K	Buy	+20	New	+$2.68K	﹤0.01%	417

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

RIM

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

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

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Holistic Financial Partners's VTI Position: Q1 2022 in Review

Holistic Financial Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 1,119 shares — an estimated $270K sold.

Holistic Financial Partners first reported a position in VTI in Q4 2017 and held it in 4 quarters. The position peaked at $25.7M in Q1 2019. 2,226 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Holistic Financial Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
Holistic Financial Partners sold 1,119 Vanguard Morningstar Total Stock Market ETF shares in Q1 2022, an estimated $270K.
Holistic Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and held it in 4 quarters.
Holistic Financial Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $25.7M in Q1 2019.
2,226 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2022.

Based on Holistic Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.