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Prossimo Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Prossimo 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
2023
Q3 		– Sell
-1,172
Closed -$258K – 121
2023
Q2 		$258K Buy
+1,172
New +$244K 0.25% 104

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Prossimo Advisors's VTI Position: Q3 2023 in Review

Prossimo Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2023, closing a stake of 1,172 shares — an estimated $258K sold.

Prossimo Advisors first reported a position in VTI in Q2 2023 and held it in 1 quarter. The position peaked at $258K in Q2 2023. 2,403 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

  • Prossimo Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q3 2023 after selling out during the quarter.
  • Prossimo Advisors sold 1,172 Vanguard Total Stock Market ETF shares in Q3 2023, an estimated $258K.
  • Prossimo Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2023 and held it in 1 quarter.
  • Prossimo Advisors's Vanguard Total Stock Market ETF position peaked at $258K in Q2 2023.
  • 2,403 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2023.

Based on Prossimo Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.