TC
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TAP Consulting’s Vanguard Total Stock Market ETF VTI Stock Holding History

TAP Consulting’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
Q4 		$10.2M Buy
35,356
+2,215
+7% +$646K 2.1% 7
2024
Q3 		$9.38M Buy
33,141
+32,240
+3,578% +$8.79M 1.85% 9
2024
Q2 		$241K Sell
901
-26
-3% -$6.73K 0.05% 147
2024
Q1 		$241K Sell
927
-3
-0.3% -$742 0.05% 140
2023
Q4 		$221K Buy
+930
New +$206K 0.05% 122
2022
Q3 		– Sell
-1,464
Closed -$276K – 131
2022
Q2 		$276K Buy
1,464
+22
+2% +$4.52K 0.08% 107
2022
Q1 		$328K Hold
1,442
– – 0.09% 115
2021
Q4 		$348K Hold
1,442
– – 0.08% 113
2021
Q3 		$320K Buy
+1,442
New +$329K 0.09% 110
2020
Q1 		– Sell
-1,271
Closed -$208K – 115
2019
Q4 		$208K Buy
+1,271
New +$199K 0.12% 105

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return