Pillar Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Pillar Wealth 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 Q3	–	Sell	-2,921	Closed	-$781K	–	57
2024 Q2	$781K	Sell	2,921 -191	-6%	-$49.4K	0.94%	28
2024 Q1	$809K	Buy	3,112 +11	+0.4%	+$2.72K	0.61%	34
2023 Q4	$736K	Buy	3,101 +28	+0.9%	+$6.19K	0.57%	39
2023 Q3	$653K	Hold	3,073	–	–	0.57%	40
2023 Q2	$677K	Buy	3,073 +1	+0%	+$209	0.57%	40
2023 Q1	$627K	Buy	3,072 +1	+0%	+$200	0.62%	32
2022 Q4	$587K	Buy	+3,071	New	+$592K	0.57%	36

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Pillar Wealth Advisors's VTI Position: Q3 2024 in Review

Pillar Wealth Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2024, closing a stake of 2,921 shares — an estimated $781K sold.

Pillar Wealth Advisors first reported a position in VTI in Q4 2022 and held it in 7 quarters. The position peaked at $809K in Q1 2024. 2,847 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

Pillar Wealth Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2024 after selling out during the quarter.
Pillar Wealth Advisors sold 2,921 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $781K.
Pillar Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and held it in 7 quarters.
Pillar Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $809K in Q1 2024.
2,847 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Pillar Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.