Legacy Wealth Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Legacy Wealth Planning’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 Q3	$1.25M	Buy	6,985 +200	+3%	+$39.9K	2.07%	12
2022 Q2	$1.28M	Sell	6,785 -297	-4%	-$61K	1.84%	13
2022 Q1	$1.61M	Sell	7,082 -69	-1%	-$15.5K	1.9%	12
2021 Q4	$1.73M	Sell	7,151 -247	-3%	-$58.3K	1.97%	13
2021 Q3	$1.64M	Buy	7,398 +1,489	+25%	+$340K	1.84%	8
2021 Q2	$1.32M	Hold	5,909	–	–	1.5%	16
2021 Q1	$1.22M	Sell	5,909 -191	-3%	-$38.6K	1.56%	16
2020 Q4	$1.19M	Hold	6,100	–	–	1.52%	17
2020 Q3	$1.04M	Sell	6,100 -460	-7%	-$77.4K	1.19%	20
2020 Q2	$1.03M	Sell	6,560 -13	-0.2%	-$1.92K	1.22%	20
2020 Q1	$847K	Buy	6,573 +935	+17%	+$145K	1.36%	18
2019 Q4	$922K	Buy	+5,638	New	+$883K	1.04%	25

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

Legacy Wealth Planning's VTI Position: Q3 2022 in Review

Legacy Wealth Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.9% in Q3 2022, buying an estimated $39.9K and bringing the position to 6,985 shares worth $1.25M. The position accounts for 2.07% of the portfolio, ranked #12.

Legacy Wealth Planning first reported a position in VTI in Q4 2019 and has held it in 12 quarters since. The position peaked at $1.73M in Q4 2021. 2,145 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

Legacy Wealth Planning held 6,985 shares of Vanguard Morningstar Total Stock Market ETF worth $1.25M as of Q3 2022.
Legacy Wealth Planning bought 200 Vanguard Morningstar Total Stock Market ETF shares in Q3 2022, an estimated $39.9K.
Vanguard Morningstar Total Stock Market ETF made up 2.07% of Legacy Wealth Planning's portfolio in Q3 2022, its #12 holding.
Legacy Wealth Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's Vanguard Morningstar Total Stock Market ETF position peaked at $1.73M in Q4 2021.
2,145 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.