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

McCarthy 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
2022 Q2	–	Sell	-117	Closed	-$27K	–	291
2022 Q1	$27K	Hold	117	–	–	0.02%	115
2021 Q4	$28K	Hold	117	–	–	0.02%	123
2021 Q3	$26K	Hold	117	–	–	0.02%	128
2021 Q2	$26K	Hold	117	–	–	0.02%	146
2021 Q1	$24K	Sell	117 -3	-3%	-$607	0.02%	136
2020 Q4	$23K	Buy	+120	New	+$21.9K	0.02%	135

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

McCarthy Asset Management's VTI Position: Q2 2022 in Review

McCarthy Asset Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 117 shares — an estimated $27K sold.

McCarthy Asset Management first reported a position in VTI in Q4 2020 and held it in 6 quarters. The position peaked at $28K in Q4 2021. 2,168 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

McCarthy Asset Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 117 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $27K.
McCarthy Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Vanguard Morningstar Total Stock Market ETF position peaked at $28K in Q4 2021.
2,168 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.