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Prairie Sky Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Prairie Sky Financial Group’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
2025
Q2 		$12.5M Sell
41,188
-400
-1% -$113K 6.88% 5
2025
Q1 		$11.4M Buy
41,588
+678
+2% +$197K 6.79% 5
2024
Q4 		$11.9M Sell
40,910
-3,962
-9% -$1.16M 7.27% 3
2024
Q3 		$12.7M Buy
44,872
+380
+0.9% +$104K 7.22% 4
2024
Q2 		$11.9M Sell
44,492
-899
-2% -$233K 7.39% 4
2024
Q1 		$11.8M Buy
45,391
+145
+0.3% +$35.9K 7.08% 4
2023
Q4 		$10.7M Sell
45,246
-5,791
-11% -$1.28M 7% 4
2023
Q3 		$10.8M Sell
51,037
-46,153
-47% -$10.2M 7.63% 3
2023
Q2 		$21.4M Buy
+97,190
New +$20.3M 14.55% 2

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Wealthfront Advisers
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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
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 $24.6B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return