Lehman & Derafelo Financial Resources’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lehman & Derafelo Financial Resources’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	$372K	Buy	1,948 +600	+45%	+$116K	0.11%	72
2022 Q3	$242K	Buy	1,348 +190	+16%	+$37.9K	0.08%	85
2022 Q2	$218K	Sell	1,158 -520	-31%	-$107K	0.07%	97
2022 Q1	$382K	Buy	1,678 +119	+8%	+$26.8K	0.11%	77
2021 Q4	$376K	Hold	1,559	–	–	0.11%	73
2021 Q3	$346K	Sell	1,559 -12	-0.8%	-$2.74K	0.11%	74
2021 Q2	$350K	Hold	1,571	–	–	0.1%	85
2021 Q1	$325K	Buy	1,571 +520	+49%	+$105K	0.09%	87
2020 Q4	$205K	Hold	1,051	–	–	0.06%	118
2020 Q3	$179K	Hold	1,051	–	–	0.06%	134
2020 Q2	$165K	Sell	1,051 -12	-1%	-$1.77K	0.06%	125
2020 Q1	$137K	Buy	1,063 +505	+91%	+$78.1K	0.06%	94
2019 Q4	$91K	Buy	+558	New	+$87.4K	0.03%	119

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Lehman & Derafelo Financial Resources's VTI Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources increased its Vanguard Total Stock Market ETF (VTI) stake by 45% in Q4 2022, buying an estimated $116K and bringing the position to 1,948 shares worth $372K. The position accounts for 0.11% of the portfolio, ranked #72.

Lehman & Derafelo Financial Resources first reported a position in VTI in Q4 2019 and has held it in 13 quarters since. The position peaked at $382K in Q1 2022. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

Lehman & Derafelo Financial Resources held 1,948 shares of Vanguard Total Stock Market ETF worth $372K as of Q4 2022.
Lehman & Derafelo Financial Resources bought 600 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $116K.
Vanguard Total Stock Market ETF made up 0.11% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #72 holding.
Lehman & Derafelo Financial Resources first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 13 quarters since.
Lehman & Derafelo Financial Resources's Vanguard Total Stock Market ETF position peaked at $382K in Q1 2022.
2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.