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Onyx Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Onyx Financial Advisors’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
-1,512
Closed -$393K – 15
2024
Q1 		$393K Sell
1,512
-5
-0.3% -$1.24K 0.24% 12
2023
Q4 		$360K Buy
1,517
+1
+0.1% +$221 0.26% 11
2023
Q3 		$322K Hold
1,516
– – 0.28% 8
2023
Q2 		$334K Hold
1,516
– – 0.29% 9
2023
Q1 		$309K Buy
1,516
+1
+0.1% +$200 0.28% 9
2022
Q4 		$290K Buy
+1,515
New +$292K 0.29% 9

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Onyx Financial Advisors's VTI Position: Q2 2024 in Review

Onyx Financial Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 1,512 shares — an estimated $393K sold.

Onyx Financial Advisors first reported a position in VTI in Q4 2022 and held it in 6 quarters. The position peaked at $393K in Q1 2024. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • Onyx Financial Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • Onyx Financial Advisors sold 1,512 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $393K.
  • Onyx Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and held it in 6 quarters.
  • Onyx Financial Advisors's Vanguard Total Stock Market ETF position peaked at $393K in Q1 2024.
  • 2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Onyx Financial Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.