Sadoff Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sadoff Investment Management’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 Q2	–	Sell	-1,162	Closed	-$265K	–	102
2022 Q1	$265K	Sell	1,162 -223	-16%	-$50.1K	0.02%	85
2021 Q4	$334K	Hold	1,385	–	–	0.02%	79
2021 Q3	$308K	Buy	1,385 +227	+20%	+$51.8K	0.02%	82
2021 Q2	$258K	Buy	1,158 +60	+5%	+$13K	0.02%	86
2021 Q1	$227K	Buy	+1,098	New	+$222K	0.02%	89
2019 Q4	–	Sell	-2,715	Closed	-$410K	–	100
2019 Q3	$410K	Buy	2,715 +1,228	+83%	+$185K	0.03%	60
2019 Q2	$223K	Sell	1,487 -379	-20%	-$55.8K	0.02%	81
2019 Q1	$270K	Buy	+1,866	New	+$260K	0.02%	76

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

MPM

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

Sadoff Investment Management's VTI Position: Q2 2022 in Review

Sadoff Investment Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 1,162 shares — an estimated $265K sold.

Sadoff Investment Management first reported a position in VTI in Q1 2019 and held it in 8 quarters. The position peaked at $410K in Q3 2019. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

Sadoff Investment Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
Sadoff Investment Management sold 1,162 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $265K.
Sadoff Investment Management first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and held it in 8 quarters.
Sadoff Investment Management's Vanguard Total Stock Market ETF position peaked at $410K in Q3 2019.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on Sadoff Investment Management's 13F filing for Q2 2022, filed 5 Aug 2022.