LifePro Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

LifePro Asset 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
2024 Q3	$518K	Sell	1,828 -16	-0.9%	-$4.36K	0.32%	77
2024 Q2	$493K	Sell	1,844 -70	-4%	-$18.1K	0.35%	64
2024 Q1	$497K	Buy	1,914 +15	+0.8%	+$3.71K	0.33%	68
2023 Q4	$450K	Buy	1,899 +344	+22%	+$76K	0.35%	64
2023 Q3	$330K	Buy	+1,555	New	+$344K	0.27%	74
2022 Q1	–	Sell	-3,139	Closed	-$758K	–	147
2021 Q4	$758K	Buy	3,139 +11	+0.4%	+$2.6K	0.22%	47
2021 Q3	$695K	Buy	3,128 +199	+7%	+$45.4K	0.21%	43
2021 Q2	$653K	Sell	2,929 -32	-1%	-$6.95K	0.19%	39
2021 Q1	$612K	Buy	2,961 +198	+7%	+$40.1K	0.19%	40
2020 Q4	$538K	Buy	+2,763	New	+$505K	0.17%	48

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

LifePro Asset Management's VTI Position: Q3 2024 in Review

LifePro Asset Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.87% in Q3 2024, selling an estimated $4.36K and leaving 1,828 shares worth $518K. The position accounts for 0.32% of the portfolio, ranked #77.

LifePro Asset Management first reported a position in VTI in Q4 2020 and has held it in 10 quarters since. The position peaked at $758K in Q4 2021. 2,846 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

LifePro Asset Management held 1,828 shares of Vanguard Total Stock Market ETF worth $518K as of Q3 2024.
LifePro Asset Management sold 16 Vanguard Total Stock Market ETF shares in Q3 2024, an estimated $4.36K.
Vanguard Total Stock Market ETF made up 0.32% of LifePro Asset Management's portfolio in Q3 2024, its #77 holding.
LifePro Asset Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 10 quarters since.
LifePro Asset Management's Vanguard Total Stock Market ETF position peaked at $758K in Q4 2021.
2,846 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.