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Semus Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Semus Wealth Partners’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
2024
Q1 		– Sell
-915
Closed -$217K – 140
2023
Q4 		$217K Buy
+915
New +$202K 0.18% 116

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Semus Wealth Partners's VTI Position: Q1 2024 in Review

Semus Wealth Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2024, closing a stake of 915 shares — an estimated $217K sold.

Semus Wealth Partners first reported a position in VTI in Q4 2023 and held it in 1 quarter. The position peaked at $217K in Q4 2023. 2,739 funds tracked by Wall St. Rank hold VTI as of Q1 2024.

  • Semus Wealth Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2024 after selling out during the quarter.
  • Semus Wealth Partners sold 915 Vanguard Morningstar Total Stock Market ETF shares in Q1 2024, an estimated $217K.
  • Semus Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 1 quarter.
  • Semus Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $217K in Q4 2023.
  • 2,739 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2024.

Based on Semus Wealth Partners's 13F filing for Q1 2024, filed 7 May 2024.