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

Wealth Advisors of Tampa Bay’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
2023
Q4 		– Sell
-1,282
Closed -$272K – 100
2023
Q3 		$272K Buy
+1,282
New +$284K 0.08% 86
2022
Q3 		– Sell
-1,208
Closed -$228K – 94
2022
Q2 		$228K Buy
1,208
+8
+0.7% +$1.64K 0.07% 87
2022
Q1 		$274K Hold
1,200
– – 0.07% 87
2021
Q4 		$290K Buy
+1,200
New +$283K 0.07% 90

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Advisors of Tampa Bay's VTI Position: Q4 2023 in Review

Wealth Advisors of Tampa Bay sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2023, closing a stake of 1,282 shares — an estimated $272K sold.

Wealth Advisors of Tampa Bay first reported a position in VTI in Q4 2021 and held it in 4 quarters. The position peaked at $290K in Q4 2021. 2,681 funds tracked by Wall St. Rank hold VTI as of Q4 2023.

  • Wealth Advisors of Tampa Bay reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2023 after selling out during the quarter.
  • Wealth Advisors of Tampa Bay sold 1,282 Vanguard Morningstar Total Stock Market ETF shares in Q4 2023, an estimated $272K.
  • Wealth Advisors of Tampa Bay first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 4 quarters.
  • Wealth Advisors of Tampa Bay's Vanguard Morningstar Total Stock Market ETF position peaked at $290K in Q4 2021.
  • 2,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2023.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q4 2023, filed 25 Jan 2024.