LWM Advisory Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

LWM Advisory Services’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	–	Sell	-160	Closed	-$34K	–	150
2023 Q3	$34K	Buy	+160	New	+$35.4K	0.04%	102
2022 Q4	–	Sell	-1,394	Closed	-$250K	–	123
2022 Q3	$250K	Buy	+1,394	New	+$278K	0.28%	95
2022 Q2	–	Sell	-1,122	Closed	-$255K	–	123
2022 Q1	$255K	Buy	1,122 +138	+14%	+$31K	0.32%	92
2021 Q4	$238K	Buy	+984	New	+$232K	0.3%	94

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 $12.8B AUM 19.73% 1-Year Est. Return

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

LWM Advisory Services's VTI Position: Q4 2023 in Review

LWM Advisory Services sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2023, closing a stake of 160 shares — an estimated $34K sold.

LWM Advisory Services first reported a position in VTI in Q4 2021 and held it in 4 quarters. The position peaked at $255K in Q1 2022. 2,679 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

LWM Advisory Services reported no remaining Vanguard Total Stock Market ETF position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 160 Vanguard Total Stock Market ETF shares in Q4 2023, an estimated $34K.
LWM Advisory Services first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 4 quarters.
LWM Advisory Services's Vanguard Total Stock Market ETF position peaked at $255K in Q1 2022.
2,679 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.