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

Minot 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
2022
Q2 		$260K Sell
1,381
-46
-3% -$9.45K 0.07% 154
2022
Q1 		$325K Buy
+1,427
New +$321K 0.07% 157

Other funds holding VTI

Betterment LLC
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
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

Minot Wealth Management's VTI Position: Q2 2022 in Review

Minot Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q2 2022, selling an estimated $9.45K and leaving 1,381 shares worth $260K. The position accounts for 0.07% of the portfolio, ranked #154.

Minot Wealth Management first reported a position in VTI in Q1 2022 and has held it in 2 quarters since. The position peaked at $325K in Q1 2022. 2,167 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

  • Minot Wealth Management held 1,381 shares of Vanguard Morningstar Total Stock Market ETF worth $260K as of Q2 2022.
  • Minot Wealth Management sold 46 Vanguard Morningstar Total Stock Market ETF shares in Q2 2022, an estimated $9.45K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Minot Wealth Management's portfolio in Q2 2022, its #154 holding.
  • Minot Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 2 quarters since.
  • Minot Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $325K in Q1 2022.
  • 2,167 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.