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

Ledge 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
2023 Q4	$568K	Buy	2,396 +316	+15%	+$69.9K	0.22%	46
2023 Q3	$442K	Hold	2,080	–	–	0.2%	49
2023 Q2	$458K	Hold	2,080	–	–	0.22%	48
2023 Q1	$425K	Hold	2,080	–	–	0.2%	50
2022 Q4	$398K	Hold	2,080	–	–	0.18%	56
2022 Q3	$373K	Hold	2,080	–	–	0.23%	53
2022 Q2	$392K	Sell	2,080 -650	-24%	-$134K	0.24%	55
2022 Q1	$622K	Buy	+2,730	New	+$614K	0.39%	48

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ledge Wealth Management's VTI Position: Q4 2023 in Review

Ledge Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 15% in Q4 2023, buying an estimated $69.9K and bringing the position to 2,396 shares worth $568K. The position accounts for 0.22% of the portfolio, ranked #46.

Ledge Wealth Management first reported a position in VTI in Q1 2022 and has held it in 8 quarters since. The position peaked at $622K in Q1 2022. 2,679 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

Ledge Wealth Management held 2,396 shares of Vanguard Total Stock Market ETF worth $568K as of Q4 2023.
Ledge Wealth Management bought 316 Vanguard Total Stock Market ETF shares in Q4 2023, an estimated $69.9K.
Vanguard Total Stock Market ETF made up 0.22% of Ledge Wealth Management's portfolio in Q4 2023, its #46 holding.
Ledge Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's Vanguard Total Stock Market ETF position peaked at $622K in Q1 2022.
2,679 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.