NWM
VTI icon

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

NEIRG 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
2023
Q3 		– Sell
-1,089
Closed -$240K – 127
2023
Q2 		$240K Buy
1,089
+4
+0.4% +$834 0.04% 123
2023
Q1 		$221K Hold
1,085
– – 0.04% 132
2022
Q4 		$207K Buy
+1,085
New +$209K 0.04% 134
2022
Q3 		– Sell
-1,085
Closed -$205K – 151
2022
Q2 		$205K Hold
1,085
– – 0.04% 133
2022
Q1 		$247K Hold
1,085
– – 0.05% 121
2021
Q4 		$262K Buy
+1,085
New +$256K 0.05% 108

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return