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

VitalStone Financial’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 Q3	$883K	Buy	3,117 +23	+0.7%	+$6.27K	0.6%	37
2024 Q2	$828K	Buy	3,094 +34	+1%	+$8.8K	0.6%	40
2024 Q1	$795K	Buy	3,060 +111	+4%	+$27.5K	0.61%	38
2023 Q4	$700K	Sell	2,949 -67	-2%	-$14.8K	0.56%	36
2023 Q3	$656K	Sell	3,016 -317	-10%	-$70.2K	0.55%	32
2023 Q2	$679K	Buy	3,333 +724	+28%	+$151K	0.38%	37
2023 Q1	$630K	Sell	2,609 -689	-21%	-$138K	0.52%	45
2022 Q4	$631K	Buy	+3,298	New	+$636K	0.43%	31

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

VitalStone Financial's VTI Position: Q3 2024 in Review

VitalStone Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.74% in Q3 2024, buying an estimated $6.27K and bringing the position to 3,117 shares worth $883K. The position accounts for 0.6% of the portfolio, ranked #37.

VitalStone Financial first reported a position in VTI in Q4 2022 and has held it in 8 quarters since. 2,847 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

VitalStone Financial held 3,117 shares of Vanguard Morningstar Total Stock Market ETF worth $883K as of Q3 2024.
VitalStone Financial bought 23 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $6.27K.
Vanguard Morningstar Total Stock Market ETF made up 0.6% of VitalStone Financial's portfolio in Q3 2024, its #37 holding.
VitalStone Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 8 quarters since.
2,847 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.