MWM
VTI icon

Maltin Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Maltin Wealth 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
Q1 		– Sell
-1,729
Closed -$410K – 125
2023
Q4 		$410K Sell
1,729
-2
-0.1% -$442 0.26% 78
2023
Q3 		$368K Buy
1,731
+2
+0.1% +$443 0.26% 82
2023
Q2 		$381K Hold
1,729
– – 0.27% 77
2023
Q1 		$353K Hold
1,729
– – 0.25% 77
2022
Q4 		$330K Buy
1,729
+1
+0.1% +$193 0.24% 77
2022
Q3 		$310K Buy
+1,728
New +$344K 0.24% 86
2020
Q1 		– Sell
-37
Closed -$6K – 138
2019
Q4 		$6K Buy
+37
New +$5.8K ﹤0.01% 109

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return