Private Wealth Strategies’s Vanguard Total Stock Market ETF VTI Stock Holding History

Private Wealth Strategies’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 Q2	$287K	Hold	1,073	–	–	0.06%	64
2024 Q1	$279K	Sell	1,073 -90	-8%	-$22.3K	0.06%	54
2023 Q4	$276K	Buy	1,163 +5	+0.4%	+$1.1K	0.06%	59
2023 Q3	$246K	Buy	1,158 +4	+0.3%	+$885	0.06%	59
2023 Q2	$254K	Buy	1,154 +5	+0.4%	+$1.04K	0.06%	64
2023 Q1	$235K	Buy	1,149 +4	+0.3%	+$801	0.06%	65
2022 Q4	$219K	Buy	1,145 +1	+0.1%	+$193	0.06%	67
2022 Q3	$205K	Buy	+1,144	New	+$228K	0.06%	68

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Private Wealth Strategies's VTI Position: Q2 2024 in Review

Private Wealth Strategies held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2024 at 1,073 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #64.

Private Wealth Strategies first reported a position in VTI in Q3 2022 and has held it in 8 quarters since. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

Private Wealth Strategies held 1,073 shares of Vanguard Total Stock Market ETF worth $287K as of Q2 2024.
Private Wealth Strategies left its Vanguard Total Stock Market ETF share count unchanged in Q2 2024.
Vanguard Total Stock Market ETF made up 0.06% of Private Wealth Strategies's portfolio in Q2 2024, its #64 holding.
Private Wealth Strategies first reported a position in Vanguard Total Stock Market ETF in Q3 2022 and has held it in 8 quarters since.
2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.