PCMC
VTI icon

Planning Capital Management Corporation’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Planning Capital Management Corporation’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 		$3.69M Sell
13,047
-192
-1% -$52.4K 2.45% 15
2024
Q2 		$3.54M Sell
13,239
-1,497
-10% -$387K 2.5% 15
2024
Q1 		$3.83M Buy
14,736
+22
+0.1% +$5.44K 2.8% 11
2023
Q4 		$3.49M Buy
+14,714
New +$3.25M 2.73% 13

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Planning Capital Management Corporation's VTI Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q3 2024, selling an estimated $52.4K and leaving 13,047 shares worth $3.69M. The position accounts for 2.45% of the portfolio, ranked #15.

Planning Capital Management Corporation first reported a position in VTI in Q4 2023 and has held it in 4 quarters since. The position peaked at $3.83M in Q1 2024. 2,847 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Planning Capital Management Corporation held 13,047 shares of Vanguard Morningstar Total Stock Market ETF worth $3.69M as of Q3 2024.
  • Planning Capital Management Corporation sold 192 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $52.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.45% of Planning Capital Management Corporation's portfolio in Q3 2024, its #15 holding.
  • Planning Capital Management Corporation first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's Vanguard Morningstar Total Stock Market ETF position peaked at $3.83M in Q1 2024.
  • 2,847 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.