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Sweet Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sweet Financial 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
2022
Q1 		– Sell
-837
Closed -$202K – 188
2021
Q4 		$202K Buy
+837
New +$198K 0.08% 150

Other funds holding VTI

Betterment LLC
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Sweet Financial Partners's VTI Position: Q1 2022 in Review

Sweet Financial Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 837 shares — an estimated $202K sold.

Sweet Financial Partners first reported a position in VTI in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 2,227 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

  • Sweet Financial Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • Sweet Financial Partners sold 837 Vanguard Morningstar Total Stock Market ETF shares in Q1 2022, an estimated $202K.
  • Sweet Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 1 quarter.
  • Sweet Financial Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $202K in Q4 2021.
  • 2,227 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2022.

Based on Sweet Financial Partners's 13F filing for Q1 2022, filed 22 Apr 2022.