PCS
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Personal CFO Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History

Personal CFO Solutions’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
Q4 		– Sell
-6,739
Closed -$1.91M – 614
2024
Q3 		$1.91M Sell
6,739
-199
-3% -$54.3K 0.27% 73
2024
Q2 		$1.86M Buy
6,938
+101
+1% +$26.1K 0.29% 66
2024
Q1 		$1.78M Sell
6,837
-705
-9% -$174K 0.28% 73
2023
Q4 		$1.79M Buy
7,542
+2,460
+48% +$544K 0.31% 59
2023
Q3 		$1.08M Buy
5,082
+966
+23% +$214K 0.21% 90
2023
Q2 		$907K Buy
4,116
+502
+14% +$105K 0.18% 109
2023
Q1 		$738K Sell
3,614
-783
-18% -$157K 0.15% 131
2022
Q4 		$904K Buy
4,397
+2,628
+149% +$506K 0.19% 99
2022
Q3 		$317K Buy
1,769
+276
+18% +$55K 0.08% 243
2022
Q2 		$282K Buy
1,493
+146
+11% +$30K 0.07% 283
2022
Q1 		$307K Buy
1,347
+106
+9% +$23.8K 0.06% 315
2021
Q4 		$300K Sell
1,241
-5
-0.4% -$1.18K 0.06% 321
2021
Q3 		$277K Sell
1,246
-187
-13% -$42.6K 0.06% 312
2021
Q2 		$319K Buy
1,433
+44
+3% +$9.55K 0.07% 274
2021
Q1 		$287K Buy
1,389
+94
+7% +$19K 0.06% 272
2020
Q4 		$252K Hold
1,295
– – 0.06% 287
2020
Q3 		$0 Hold
1,295
– – ﹤0.01% 328
2020
Q2 		$203K Buy
+1,295
New +$191K 0.06% 289

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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 $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Personal CFO Solutions's VTI Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2024, closing a stake of 6,739 shares — an estimated $1.91M sold.

Personal CFO Solutions first reported a position in VTI in Q2 2020 and held it in 18 quarters. The position peaked at $1.91M in Q3 2024. 3,171 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard Total Stock Market ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 6,739 Vanguard Total Stock Market ETF shares in Q4 2024, an estimated $1.91M.
  • Personal CFO Solutions first reported a position in Vanguard Total Stock Market ETF in Q2 2020 and held it in 18 quarters.
  • Personal CFO Solutions's Vanguard Total Stock Market ETF position peaked at $1.91M in Q3 2024.
  • 3,171 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.