Sage Private Wealth Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-348	Closed	-$63K	–	180
2022 Q3	$63K	Buy	348 +1	+0.3%	+$199	0.08%	77
2022 Q2	$65K	Buy	347 +2	+0.6%	+$411	0.09%	74
2022 Q1	$79K	Buy	345 +1	+0.3%	+$225	0.08%	76
2021 Q4	$83K	Buy	344 +1	+0.3%	+$236	0.1%	69
2021 Q3	$76K	Buy	343 +1	+0.3%	+$228	0.11%	70
2021 Q2	$76K	Buy	342 +1	+0.3%	+$217	0.1%	69
2021 Q1	$71K	Buy	341 +1	+0.3%	+$202	0.12%	72
2020 Q4	$66K	Buy	+340	New	+$62.1K	0.18%	66

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sage Private Wealth Group's VTI Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2022, closing a stake of 348 shares — an estimated $63K sold.

Sage Private Wealth Group first reported a position in VTI in Q4 2020 and held it in 8 quarters. The position peaked at $83K in Q4 2021. 2,305 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

Sage Private Wealth Group reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 348 Vanguard Morningstar Total Stock Market ETF shares in Q4 2022, an estimated $63K.
Sage Private Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Vanguard Morningstar Total Stock Market ETF position peaked at $83K in Q4 2021.
2,305 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.