Stegent Equity Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Stegent Equity Advisors’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	-1,383	Closed	-$248K	–	78
2022 Q3	$248K	Buy	1,383 +48	+4%	+$9.57K	0.37%	54
2022 Q2	$251K	Sell	1,335 -1,308	-49%	-$269K	0.33%	63
2022 Q1	$602K	Buy	2,643 +1,485	+128%	+$334K	0.51%	49
2021 Q4	$279K	Buy	+1,158	New	+$273K	0.23%	90

Other funds holding VTI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Stegent Equity Advisors's VTI Position: Q4 2022 in Review

Stegent Equity Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q4 2022, closing a stake of 1,383 shares — an estimated $248K sold.

Stegent Equity Advisors first reported a position in VTI in Q4 2021 and held it in 4 quarters. The position peaked at $602K in Q1 2022. 2,301 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

Stegent Equity Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q4 2022 after selling out during the quarter.
Stegent Equity Advisors sold 1,383 Vanguard Total Stock Market ETF shares in Q4 2022, an estimated $248K.
Stegent Equity Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 4 quarters.
Stegent Equity Advisors's Vanguard Total Stock Market ETF position peaked at $602K in Q1 2022.
2,301 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2022.

Based on Stegent Equity Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.