SWA
VTI icon

Sutton Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-298
Closed -$57K – 1556
2022
Q4 		$57K Hold
298
– – 0.02% 355
2022
Q3 		$53.5K Hold
298
– – 0.02% 362
2022
Q2 		$56.2K Hold
298
– – 0.02% 349
2022
Q1 		$67.8K Hold
298
– – 0.02% 327
2021
Q4 		$71.9K Buy
+298
New +$70.3K 0.02% 322

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's VTI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2023, closing a stake of 298 shares — an estimated $57K sold.

Sutton Wealth Advisors first reported a position in VTI in Q4 2021 and held it in 5 quarters. The position peaked at $71.9K in Q4 2021. 2,330 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Vanguard Total Stock Market ETF position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 298 Vanguard Total Stock Market ETF shares in Q1 2023, an estimated $57K.
  • Sutton Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 5 quarters.
  • Sutton Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $71.9K in Q4 2021.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.