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Karp Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Karp Capital 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
Q4 		– Sell
-1,623
Closed -$291K – 110
2022
Q3 		$291K Hold
1,623
– – 0.06% 107
2022
Q2 		$306K Sell
1,623
-51
-3% -$10.5K 0.05% 118
2022
Q1 		$381K Sell
1,674
-852
-34% -$192K 0.06% 104
2021
Q4 		$610K Sell
2,526
-2,243
-47% -$530K 0.08% 99
2021
Q3 		$1.06M Sell
4,769
-102
-2% -$23.3K 0.15% 100
2021
Q2 		$1.08M Buy
+4,871
New +$1.06M 0.16% 100
2020
Q3 		– Sell
-2,947
Closed -$461K – 104
2020
Q2 		$461K Sell
2,947
-193
-6% -$28.5K 0.13% 70
2020
Q1 		$405K Sell
3,140
-39
-1% -$6.03K 0.13% 75
2019
Q4 		$520K Buy
3,179
+450
+16% +$70.5K 0.14% 85
2019
Q3 		$412K Hold
2,729
– – 0.12% 86
2019
Q2 		$410K Sell
2,729
-72
-3% -$10.6K 0.13% 87
2019
Q1 		$405K Sell
2,801
-357
-11% -$49.8K 0.14% 94
2018
Q4 		$403K Sell
3,158
-707
-18% -$97.6K 0.19% 82
2018
Q3 		$578K Sell
3,865
-395
-9% -$58.1K 0.2% 96
2018
Q2 		$598K Buy
4,260
+125
+3% +$17.4K 0.24% 87
2018
Q1 		$561K Sell
4,135
-28
-0.7% -$3.93K 0.23% 91
2017
Q4 		$571K Sell
4,163
-140
-3% -$18.7K 0.24% 89
2017
Q3 		$557K Buy
4,303
+121
+3% +$15.3K 0.26% 83
2017
Q2 		$520K Buy
4,182
+424
+11% +$52.2K 0.26% 78
2017
Q1 		$456K Buy
3,758
+142
+4% +$17K 0.26% 71
2016
Q4 		$417K Hold
3,616
– – 0.28% 67
2016
Q3 		$403K Sell
3,616
-167
-4% -$18.5K 0.26% 71
2016
Q2 		$405K Buy
3,783
+81
+2% +$8.58K 0.27% 69
2016
Q1 		$388K Buy
+3,702
New +$367K 0.27% 72

Other funds holding VTI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Karp Capital Management's VTI Position: Q4 2022 in Review

Karp Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2022, closing a stake of 1,623 shares — an estimated $291K sold.

Karp Capital Management first reported a position in VTI in Q1 2016 and held it in 24 quarters. The position peaked at $1.08M in Q2 2021. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

  • Karp Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Karp Capital Management sold 1,623 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $291K.
  • Karp Capital Management first reported a position in Vanguard Total Stock Market ETF in Q1 2016 and held it in 24 quarters.
  • Karp Capital Management's Vanguard Total Stock Market ETF position peaked at $1.08M in Q2 2021.
  • 2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.