LWS Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

LWS Wealth Advisors’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	$306K	Sell	1,291 -24	-2%	-$5.31K	0.11%	53
2023 Q3	$279K	Sell	1,315 -8	-0.6%	-$1.77K	0.12%	48
2023 Q2	$291K	Buy	1,323 +12	+0.9%	+$2.5K	0.12%	47
2023 Q1	$268K	Sell	1,311 -80	-6%	-$16K	0.11%	50
2022 Q4	$266K	Sell	1,391 -6	-0.4%	-$1.16K	0.11%	52
2022 Q3	$251K	Sell	1,397 -57	-4%	-$11.4K	0.1%	56
2022 Q2	$274K	Buy	1,454 +49	+3%	+$10.1K	0.13%	54
2022 Q1	$320K	Buy	1,405 +2	+0.1%	+$450	0.14%	47
2021 Q4	$339K	Sell	1,403 -62	-4%	-$14.6K	0.14%	46
2021 Q3	$325K	Buy	+1,465	New	+$334K	0.14%	45
2020 Q1	–	Sell	-931	Closed	-$152K	–	80
2019 Q4	$152K	Buy	+931	New	+$146K	0.08%	59

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 $11.5B AUM 18.72% 1-Year Est. Return

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

LWS Wealth Advisors's VTI Position: Q4 2023 in Review

LWS Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.8% in Q4 2023, selling an estimated $5.31K and leaving 1,291 shares worth $306K. The position accounts for 0.11% of the portfolio, ranked #53.

LWS Wealth Advisors first reported a position in VTI in Q4 2019 and has held it in 11 quarters since. The position peaked at $339K in Q4 2021. 2,679 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

LWS Wealth Advisors held 1,291 shares of Vanguard Total Stock Market ETF worth $306K as of Q4 2023.
LWS Wealth Advisors sold 24 Vanguard Total Stock Market ETF shares in Q4 2023, an estimated $5.31K.
Vanguard Total Stock Market ETF made up 0.11% of LWS Wealth Advisors's portfolio in Q4 2023, its #53 holding.
LWS Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 11 quarters since.
LWS Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $339K in Q4 2021.
2,679 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.