Mine & Arao Wealth Creation & Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Mine & Arao Wealth Creation & 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 Q2	–	Sell	-319	Closed	-$83K	–	357
2024 Q1	$83K	Hold	319	–	–	0.04%	117
2023 Q4	$75.8K	Hold	319	–	–	0.04%	121
2023 Q3	$67.8K	Hold	319	–	–	0.04%	117
2023 Q2	$70.3K	Hold	319	–	–	0.04%	120
2023 Q1	$65.2K	Hold	319	–	–	0.04%	130
2022 Q4	$61.1K	Hold	319	–	–	0.05%	125
2022 Q3	$57K	Hold	319	–	–	0.04%	127
2022 Q2	$60K	Hold	319	–	–	0.04%	131
2022 Q1	$73K	Hold	319	–	–	0.04%	126
2021 Q4	$77K	Hold	319	–	–	0.04%	126
2021 Q3	$71K	Hold	319	–	–	0.04%	124
2021 Q2	$71K	Hold	319	–	–	0.04%	123
2021 Q1	$66K	Hold	319	–	–	0.04%	122
2020 Q4	$62K	Buy	319 +1	+0.3%	+$183	0.04%	116
2020 Q3	$54K	Hold	318	–	–	0.04%	118
2020 Q2	$50K	Hold	318	–	–	0.05%	113
2020 Q1	$41K	Hold	318	–	–	0.05%	114
2019 Q4	$52K	Buy	+318	New	+$49.8K	0.05%	123

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Mine & Arao Wealth Creation & Management's VTI Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 319 shares — an estimated $83K sold.

Mine & Arao Wealth Creation & Management first reported a position in VTI in Q4 2019 and held it in 18 quarters. The position peaked at $83K in Q1 2024. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 319 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $83K.
Mine & Arao Wealth Creation & Management first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 18 quarters.
Mine & Arao Wealth Creation & Management's Vanguard Total Stock Market ETF position peaked at $83K in Q1 2024.
2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.