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

Truvvo 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
2021 Q4	–	Sell	-30,140	Closed	-$6.69M	–	30
2021 Q3	$6.69M	Hold	30,140	–	–	4.63%	5
2021 Q2	$6.72M	Hold	30,140	–	–	4.6%	5
2021 Q1	$6.23M	Hold	30,140	–	–	4.72%	5
2020 Q4	$5.87M	Hold	30,140	–	–	3.93%	6
2020 Q3	$5.13M	Hold	30,140	–	–	3.96%	6
2020 Q2	$4.72M	Hold	30,140	–	–	3.68%	5
2020 Q1	$3.89M	Buy	+30,140	New	+$4.66M	3.57%	5

Other funds holding VTI

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $926M AUM 11.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truvvo Partners's VTI Position: Q4 2021 in Review

Truvvo Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2021, closing a stake of 30,140 shares — an estimated $6.69M sold.

Truvvo Partners first reported a position in VTI in Q1 2020 and held it in 7 quarters. The position peaked at $6.72M in Q2 2021. 2,231 funds tracked by Wall St. Rank hold VTI as of Q4 2021.

Truvvo Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2021 after selling out during the quarter.
Truvvo Partners sold 30,140 Vanguard Morningstar Total Stock Market ETF shares in Q4 2021, an estimated $6.69M.
Truvvo Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and held it in 7 quarters.
Truvvo Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $6.72M in Q2 2021.
2,231 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2021.

Based on Truvvo Partners's 13F filing for Q4 2021, filed 14 Feb 2022.