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Market Street Wealth Management Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Market Street Wealth Management 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
Q1 		– Sell
-1,094
Closed -$209K – 95
2022
Q4 		$209K Sell
1,094
-131
-11% -$25.2K 0.06% 89
2022
Q3 		$220K Buy
1,225
+40
+3% +$7.97K 0.07% 88
2022
Q2 		$223K Buy
+1,185
New +$243K 0.07% 82

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $377B 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 $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Market Street Wealth Management Advisors's VTI Position: Q1 2023 in Review

Market Street Wealth Management Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2023, closing a stake of 1,094 shares — an estimated $209K sold.

Market Street Wealth Management Advisors first reported a position in VTI in Q2 2022 and held it in 3 quarters. The position peaked at $223K in Q2 2022. 2,331 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

  • Market Street Wealth Management Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2023 after selling out during the quarter.
  • Market Street Wealth Management Advisors sold 1,094 Vanguard Morningstar Total Stock Market ETF shares in Q1 2023, an estimated $209K.
  • Market Street Wealth Management Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and held it in 3 quarters.
  • Market Street Wealth Management Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $223K in Q2 2022.
  • 2,331 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2023.

Based on Market Street Wealth Management Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.