Syverson Strege & Co’s Vanguard Total Stock Market ETF VTI Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-625	Closed	-$128K	–	609
2023 Q1	$128K	Buy	625 +29	+5%	+$5.8K	0.05%	79
2022 Q4	$114K	Sell	596 -54	-8%	-$10.4K	0.05%	86
2022 Q3	$117K	Buy	650 +54	+9%	+$10.8K	0.06%	81
2022 Q2	$112K	Hold	596	–	–	0.04%	95
2022 Q1	$136K	Hold	596	–	–	0.15%	77
2021 Q4	$144K	Hold	596	–	–	0.11%	78
2021 Q3	$132K	Hold	596	–	–	0.11%	84
2021 Q2	$133K	Hold	596	–	–	0.12%	81
2021 Q1	$123K	Hold	596	–	–	0.13%	80
2020 Q4	$116K	Buy	+596	New	+$109K	0.11%	78

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Syverson Strege & Co's VTI Position: Q2 2023 in Review

Syverson Strege & Co sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2023, closing a stake of 625 shares — an estimated $128K sold.

Syverson Strege & Co first reported a position in VTI in Q4 2020 and held it in 10 quarters. The position peaked at $144K in Q4 2021. 2,379 funds tracked by Wall St. Rank hold VTI as of Q2 2023.

Syverson Strege & Co reported no remaining Vanguard Total Stock Market ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 625 Vanguard Total Stock Market ETF shares in Q2 2023, an estimated $128K.
Syverson Strege & Co first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Vanguard Total Stock Market ETF position peaked at $144K in Q4 2021.
2,379 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.