Keystone Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Keystone Wealth 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	$2.01M	Sell	8,825 -41,257	-82%	-$9.28M	0.94%	12
2021 Q4	$12.1M	Buy	50,082 +39,257	+363%	+$9.27M	5.34%	9
2021 Q3	$2.4M	Sell	10,825 -4,312	-28%	-$983K	1.33%	12
2021 Q2	$3.37M	Buy	15,137 +8,216	+119%	+$1.78M	2.01%	11
2021 Q1	$1.43M	Sell	6,921 -2,636	-28%	-$533K	0.96%	11
2020 Q4	$1.86M	Buy	+9,557	New	+$1.75M	1.48%	11

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Keystone Wealth Partners's VTI Position: Q1 2022 in Review

Keystone Wealth Partners reduced its Vanguard Total Stock Market ETF (VTI) stake by 82% in Q1 2022, selling an estimated $9.28M and leaving 8,825 shares worth $2.01M. The position accounts for 0.94% of the portfolio, ranked #12.

Keystone Wealth Partners first reported a position in VTI in Q4 2020 and has held it in 6 quarters since. The position peaked at $12.1M in Q4 2021. 2,225 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

Keystone Wealth Partners held 8,825 shares of Vanguard Total Stock Market ETF worth $2.01M as of Q1 2022.
Keystone Wealth Partners sold 41,257 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $9.28M.
Vanguard Total Stock Market ETF made up 0.94% of Keystone Wealth Partners's portfolio in Q1 2022, its #12 holding.
Keystone Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 6 quarters since.
Keystone Wealth Partners's Vanguard Total Stock Market ETF position peaked at $12.1M in Q4 2021.
2,225 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

Based on Keystone Wealth Partners's 13F filing for Q1 2022, filed 29 Apr 2022.