QCM Cayman’s Vanguard Total Stock Market ETF VTI Stock Holding History

QCM Cayman’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
2022 Q1	–	Sell	-838	Closed	-$202K	–	135
2021 Q4	$202K	Buy	+838	New	+$198K	1.23%	46
2021 Q1	–	Sell	-1,274	Closed	-$248K	–	313
2020 Q4	$248K	Buy	+1,274	New	+$233K	0.26%	159
2015 Q1	–	Sell	-2,252	Closed	-$239K	–	278
2014 Q4	$239K	Buy	+2,252	New	+$233K	0.1%	162

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

QCM Cayman's VTI Position: Q1 2022 in Review

QCM Cayman sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 838 shares — an estimated $202K sold.

QCM Cayman first reported a position in VTI in Q4 2014 and held it in 3 quarters. The position peaked at $248K in Q4 2020. 2,225 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

QCM Cayman reported no remaining Vanguard Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
QCM Cayman sold 838 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $202K.
QCM Cayman first reported a position in Vanguard Total Stock Market ETF in Q4 2014 and held it in 3 quarters.
QCM Cayman's Vanguard Total Stock Market ETF position peaked at $248K in Q4 2020.
2,225 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

Based on QCM Cayman's 13F filing for Q1 2022, filed 6 May 2022.