Personal Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

Personal Wealth Partners’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	–	Sell	-1,978	Closed	-$450K	–	68
2022 Q1	$450K	Hold	1,978	–	–	0.2%	51
2021 Q4	$478K	Buy	1,978 +654	+49%	+$154K	0.2%	53
2021 Q3	$294K	Buy	1,324 +27	+2%	+$6.16K	0.12%	60
2021 Q2	$289K	Hold	1,297	–	–	0.12%	61
2021 Q1	$268K	Hold	1,297	–	–	0.12%	61
2020 Q4	$252K	Sell	1,297 -57	-4%	-$10.4K	0.12%	60
2020 Q3	$231K	Sell	1,354 -94	-6%	-$15.8K	0.12%	62
2020 Q2	$227K	Sell	1,448 -369	-20%	-$54.4K	0.12%	57
2020 Q1	$234K	Hold	1,817	–	–	0.14%	54
2019 Q4	$297K	Sell	1,817 -53	-3%	-$8.3K	0.13%	53
2019 Q3	$282K	Sell	1,870 -156	-8%	-$23.5K	0.13%	54
2019 Q2	$304K	Sell	2,026 -579	-22%	-$85.3K	0.15%	48
2019 Q1	$377K	Buy	+2,605	New	+$363K	0.2%	43

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Personal Wealth Partners's VTI Position: Q2 2022 in Review

Personal Wealth Partners sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 1,978 shares — an estimated $450K sold.

Personal Wealth Partners first reported a position in VTI in Q1 2019 and held it in 13 quarters. The position peaked at $478K in Q4 2021. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Personal Wealth Partners reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 1,978 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $450K.
Personal Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and held it in 13 quarters.
Personal Wealth Partners's Vanguard Total Stock Market ETF position peaked at $478K in Q4 2021.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.