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

Peterson 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
-978
Closed -$215K – 73
2023
Q2 		$215K Sell
978
-5,294
-84% -$1.1M 0.17% 66
2023
Q1 		$1.28M Sell
6,272
-74
-1% -$14.8K 1.23% 25
2022
Q4 		$1.21M Sell
6,346
-98
-2% -$18.9K 1.24% 24
2022
Q3 		$1.16M Buy
6,444
+842
+15% +$168K 1.08% 27
2022
Q2 		$1.06M Sell
5,602
-2,335
-29% -$480K 1.37% 24
2022
Q1 		$1.81M Buy
7,937
+944
+13% +$212K 1.21% 26
2021
Q4 		$1.69M Buy
6,993
+288
+4% +$68K 1.13% 34
2021
Q3 		$1.49M Sell
6,705
-100
-1% -$22.8K 1.15% 32
2021
Q2 		$1.52M Buy
6,805
+2,065
+44% +$448K 1.18% 30
2021
Q1 		$980K Sell
4,740
-3,971
-46% -$803K 0.83% 30
2020
Q4 		$1.7M Sell
8,711
-258
-3% -$47.2K 1.38% 22
2020
Q3 		$1.53M Sell
8,969
-2,690
-23% -$452K 1.35% 22
2020
Q2 		$1.82M Sell
11,659
-85
-0.7% -$12.5K 1.81% 21
2020
Q1 		$1.51M Sell
11,744
-4,185
-26% -$647K 1.84% 21
2019
Q4 		$2.65M Buy
+15,929
New +$2.5M 2.41% 16

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 $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Peterson Wealth Management's VTI Position: Q3 2023 in Review

Peterson Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2023, closing a stake of 978 shares — an estimated $215K sold.

Peterson Wealth Management first reported a position in VTI in Q4 2019 and held it in 15 quarters. The position peaked at $2.65M in Q4 2019. 2,403 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

  • Peterson Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q3 2023 after selling out during the quarter.
  • Peterson Wealth Management sold 978 Vanguard Total Stock Market ETF shares in Q3 2023, an estimated $215K.
  • Peterson Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 15 quarters.
  • Peterson Wealth Management's Vanguard Total Stock Market ETF position peaked at $2.65M in Q4 2019.
  • 2,403 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2023.

Based on Peterson Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.