Resource Consulting Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Resource Consulting 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
2023 Q4	$885K	Sell	3,729 -1,490	-29%	-$329K	0.15%	33
2023 Q3	$1.11M	Buy	5,219 +1,490	+40%	+$330K	0.22%	26
2023 Q2	$821K	Hold	3,729	–	–	0.16%	37
2023 Q1	$761K	Hold	3,729	–	–	0.2%	14
2022 Q4	$713K	Buy	+3,729	New	+$719K	0.19%	15
2022 Q3	–	Sell	-4,751	Closed	-$896K	–	72
2022 Q2	$896K	Sell	4,751 -2,340	-33%	-$481K	0.39%	15
2022 Q1	$1.61M	Buy	7,091 +226	+3%	+$50.8K	0.56%	9
2021 Q4	$1.66M	Buy	+6,865	New	+$1.62M	0.59%	7

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

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

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

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

Resource Consulting Group's VTI Position: Q4 2023 in Review

Resource Consulting Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 29% in Q4 2023, selling an estimated $329K and leaving 3,729 shares worth $885K. The position accounts for 0.15% of the portfolio, ranked #33.

Resource Consulting Group first reported a position in VTI in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.66M in Q4 2021. 2,679 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

Resource Consulting Group held 3,729 shares of Vanguard Total Stock Market ETF worth $885K as of Q4 2023.
Resource Consulting Group sold 1,490 Vanguard Total Stock Market ETF shares in Q4 2023, an estimated $329K.
Vanguard Total Stock Market ETF made up 0.15% of Resource Consulting Group's portfolio in Q4 2023, its #33 holding.
Resource Consulting Group first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 8 quarters since.
Resource Consulting Group's Vanguard Total Stock Market ETF position peaked at $1.66M in Q4 2021.
2,679 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2023.

Based on Resource Consulting Group's 13F filing for Q4 2023, filed 11 Jan 2024.