Wealth Advisors of Iowa’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Wealth Advisors of Iowa’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
2022 Q3	–	Sell	-2,600	Closed	-$592K	–	71
2022 Q2	$592K	Hold	2,600	–	–	0.1%	55
2022 Q1	$592K	Sell	2,600 -29,213	-92%	-$6.57M	0.3%	33
2021 Q4	$7.68M	Sell	31,813 -1,504	-5%	-$355K	4.2%	6
2021 Q3	$7.4M	Buy	33,317 +6,878	+26%	+$1.57M	4.02%	6
2021 Q2	$5.89M	Buy	26,439 +2,134	+9%	+$463K	3.07%	12
2021 Q1	$5.02M	Buy	24,305 +20,299	+507%	+$4.11M	2.8%	12
2020 Q4	$780K	Buy	+4,006	New	+$732K	0.48%	17
2020 Q3	–	Sell	-2,171	Closed	-$340K	–	35
2020 Q2	$340K	Sell	2,171 -144	-6%	-$21.2K	0.26%	21
2020 Q1	$298K	Buy	+2,315	New	+$358K	0.24%	19

Other funds holding VTI

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

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

Wealth Advisors of Iowa's VTI Position: Q3 2022 in Review

Wealth Advisors of Iowa sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2022, closing a stake of 2,600 shares — an estimated $592K sold.

Wealth Advisors of Iowa first reported a position in VTI in Q1 2020 and held it in 9 quarters. The position peaked at $7.68M in Q4 2021. 2,145 funds tracked by Wall St. Rank hold VTI as of Q3 2022.

Wealth Advisors of Iowa reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2022 after selling out during the quarter.
Wealth Advisors of Iowa sold 2,600 Vanguard Morningstar Total Stock Market ETF shares in Q3 2022, an estimated $592K.
Wealth Advisors of Iowa first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and held it in 9 quarters.
Wealth Advisors of Iowa's Vanguard Morningstar Total Stock Market ETF position peaked at $7.68M in Q4 2021.
2,145 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2022.

Based on Wealth Advisors of Iowa's 13F filing for Q3 2022, filed 15 Nov 2022.