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

Price Wealth’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
2020 Q3	$18K	Hold	104	–	–	0.01%	199
2020 Q2	$16K	Hold	104	–	–	﹤0.01%	136
2020 Q1	$13K	Sell	104 -6,012	-98%	-$930K	﹤0.01%	143
2019 Q4	$1M	Sell	6,116 -1,892	-24%	-$296K	0.31%	29
2019 Q3	$1.21M	Buy	8,008 +7,904	+7,600%	+$1.19M	0.39%	23
2019 Q2	$16K	Hold	104	–	–	0.01%	154
2019 Q1	$15K	Hold	104	–	–	0.01%	114
2018 Q4	$13K	Hold	104	–	–	0.01%	120
2018 Q3	$16K	Hold	104	–	–	0.01%	117
2018 Q2	$15K	Hold	104	–	–	0.01%	241
2018 Q1	$14K	Hold	104	–	–	0.01%	132
2017 Q4	$14K	Buy	+104	New	+$13.9K	0.01%	152

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Price Wealth's VTI Position: Q3 2020 in Review

Price Wealth held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2020 at 104 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #199.

Price Wealth first reported a position in VTI in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.21M in Q3 2019. 1,559 funds tracked by Wall St. Rank hold VTI as of Q3 2020.

Price Wealth held 104 shares of Vanguard Morningstar Total Stock Market ETF worth $18K as of Q3 2020.
Price Wealth left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2020.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Price Wealth's portfolio in Q3 2020, its #199 holding.
Price Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 12 quarters since.
Price Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $1.21M in Q3 2019.
1,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2020.

Based on Price Wealth's 13F filing for Q3 2020, filed 22 Oct 2020.