Taylor Hoffman Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Taylor Hoffman Wealth Management’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 Q2	$507K	Hold	1,893	–	–	0.21%	70
2024 Q1	$492K	Hold	1,893	–	–	0.21%	72
2023 Q4	$449K	Sell	1,893 -112	-6%	-$24.8K	0.2%	75
2023 Q3	$426K	Hold	2,005	–	–	0.22%	76
2023 Q2	$442K	Sell	2,005 -48	-2%	-$10K	0.22%	75
2023 Q1	$419K	Hold	2,053	–	–	0.23%	74
2022 Q4	$393K	Hold	2,053	–	–	0.24%	74
2022 Q3	$369K	Hold	2,053	–	–	0.19%	93
2022 Q2	$391K	Hold	2,053	–	–	0.19%	94
2022 Q1	$467K	Hold	2,053	–	–	0.19%	89
2021 Q4	$496K	Hold	2,053	–	–	0.19%	89
2021 Q3	$462K	Hold	2,053	–	–	0.2%	90
2021 Q2	$457K	Buy	2,053 +3	+0.1%	+$651	0.2%	90
2021 Q1	$424K	Hold	2,050	–	–	0.19%	92
2020 Q4	$399K	Hold	2,050	–	–	0.2%	98
2020 Q3	$349K	Sell	2,050 -81	-4%	-$13.6K	0.21%	97
2020 Q2	$334K	Hold	2,131	–	–	0.21%	96
2020 Q1	$275K	Sell	2,131 -242	-10%	-$37.4K	0.26%	89
2019 Q4	$388K	Hold	2,373	–	–	0.25%	87
2019 Q3	$358K	Hold	2,373	–	–	0.25%	89
2019 Q2	$356K	Hold	2,373	–	–	0.29%	82
2019 Q1	$343K	Hold	2,373	–	–	0.25%	90
2018 Q4	$303K	Hold	2,373	–	–	0.27%	79
2018 Q3	$355K	Buy	+2,373	New	+$349K	0.28%	81

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $11.5B AUM 18.72% 1-Year Est. Return

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

Taylor Hoffman Wealth Management's VTI Position: Q2 2024 in Review

Taylor Hoffman Wealth Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2024 at 1,893 shares worth $507K. The position accounts for 0.21% of the portfolio, ranked #70.

Taylor Hoffman Wealth Management first reported a position in VTI in Q3 2018 and has held it in 24 quarters since. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

Taylor Hoffman Wealth Management held 1,893 shares of Vanguard Total Stock Market ETF worth $507K as of Q2 2024.
Taylor Hoffman Wealth Management left its Vanguard Total Stock Market ETF share count unchanged in Q2 2024.
Vanguard Total Stock Market ETF made up 0.21% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #70 holding.
Taylor Hoffman Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q3 2018 and has held it in 24 quarters since.
2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.