Monumental Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Monumental Financial Group’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 Q2	–	Sell	-461	Closed	-$94K	–	86
2023 Q1	$94K	Buy	+461	New	+$92.3K	0.07%	59
2021 Q3	–	Sell	-410	Closed	-$91K	–	91
2021 Q2	$91K	Sell	410 -7,774	-95%	-$1.69M	0.08%	35
2021 Q1	$1.69M	Buy	+8,184	New	+$1.66M	1.62%	10

Other funds holding VTI

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Monumental Financial Group's VTI Position: Q2 2023 in Review

Monumental Financial Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2023, closing a stake of 461 shares — an estimated $94K sold.

Monumental Financial Group first reported a position in VTI in Q1 2021 and held it in 3 quarters. The position peaked at $1.69M in Q1 2021. 2,383 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

Monumental Financial Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2023 after selling out during the quarter.
Monumental Financial Group sold 461 Vanguard Morningstar Total Stock Market ETF shares in Q2 2023, an estimated $94K.
Monumental Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and held it in 3 quarters.
Monumental Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.69M in Q1 2021.
2,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.