SWM
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Soundmark Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Soundmark Wealth 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
2024
Q2 		– Sell
-2,663
Closed -$692K – 60
2024
Q1 		$692K Buy
2,663
+36
+1% +$8.91K 0.31% 44
2023
Q4 		$623K Sell
2,627
-1,066
-29% -$236K 0.31% 43
2023
Q3 		$785K Buy
3,693
+950
+35% +$210K 0.44% 39
2023
Q2 		$604K Buy
2,743
+12
+0.4% +$2.5K 0.34% 43
2023
Q1 		$558K Buy
2,731
+627
+30% +$126K 0.33% 44
2022
Q4 		$402K Buy
2,104
+110
+6% +$21.2K 0.26% 46
2022
Q3 		$358K Buy
1,994
+251
+14% +$50K 0.25% 47
2022
Q2 		$329K Sell
1,743
-3,813
-69% -$783K 0.23% 47
2022
Q1 		$1.26M Buy
5,556
+282
+5% +$63.4K 0.89% 29
2021
Q4 		$1.27M Sell
5,274
-1,075
-17% -$254K 0.87% 28
2021
Q3 		$1.41M Buy
6,349
+18
+0.3% +$4.11K 0.51% 29
2021
Q2 		$1.41M Sell
6,331
-50
-0.8% -$10.9K 0.58% 24
2021
Q1 		$1.32M Sell
6,381
-21
-0.3% -$4.25K 0.72% 23
2020
Q4 		$1.25M Buy
+6,402
New +$1.17M 0.8% 22

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Soundmark Wealth Management's VTI Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 2,663 shares — an estimated $692K sold.

Soundmark Wealth Management first reported a position in VTI in Q4 2020 and held it in 14 quarters. The position peaked at $1.41M in Q2 2021. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 2,663 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $692K.
  • Soundmark Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and held it in 14 quarters.
  • Soundmark Wealth Management's Vanguard Total Stock Market ETF position peaked at $1.41M in Q2 2021.
  • 2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.