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

Lee Johnson 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
2023 Q2	–	Sell	-1,747	Closed	-$357K	–	17
2023 Q1	$357K	Sell	1,747 -629	-26%	-$126K	0.37%	13
2022 Q4	$454K	Buy	2,376 +531	+29%	+$102K	0.85%	18
2022 Q3	$331K	Buy	1,845 +69	+4%	+$13.8K	0.68%	21
2022 Q2	$335K	Hold	1,776	–	–	0.4%	33
2022 Q1	$404K	Sell	1,776 -64	-3%	-$14.4K	0.36%	48
2021 Q4	$444K	Buy	+1,840	New	+$434K	0.36%	64

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

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Lee Johnson Capital Management's VTI Position: Q2 2023 in Review

Lee Johnson Capital Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2023, closing a stake of 1,747 shares — an estimated $357K sold.

Lee Johnson Capital Management first reported a position in VTI in Q4 2021 and held it in 6 quarters. The position peaked at $454K in Q4 2022. 2,379 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

Lee Johnson Capital Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2023 after selling out during the quarter.
Lee Johnson Capital Management sold 1,747 Vanguard Total Stock Market ETF shares in Q2 2023, an estimated $357K.
Lee Johnson Capital Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 6 quarters.
Lee Johnson Capital Management's Vanguard Total Stock Market ETF position peaked at $454K in Q4 2022.
2,379 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2023.

Based on Lee Johnson Capital Management's 13F filing for Q2 2023, filed 21 Jul 2023.