Wealth Advisory Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wealth Advisory Solutions’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 Q1	–	Sell	-1,320	Closed	-$252K	–	140
2022 Q4	$252K	Hold	1,320	–	–	0.07%	114
2022 Q3	$237K	Sell	1,320 -922	-41%	-$184K	0.07%	122
2022 Q2	$423K	Sell	2,242 -70	-3%	-$14.4K	0.1%	101
2022 Q1	$526K	Buy	+2,312	New	+$520K	0.11%	101
2021 Q3	$547K	Sell	2,465 -7	-0.3%	-$1.6K	0.12%	106
2021 Q2	$551K	Buy	+2,472	New	+$536K	0.13%	102
2021 Q1	–	Sell	-2,824	Closed	-$541K	–	204
2020 Q4	$541K	Sell	2,824 -60	-2%	-$11K	0.15%	90
2020 Q3	$491K	Sell	2,884 -80	-3%	-$13.5K	0.13%	111
2020 Q2	$463K	Buy	2,964 +1,219	+70%	+$180K	0.13%	113
2020 Q1	$225K	Sell	1,745 -2,182	-56%	-$337K	0.08%	143
2019 Q4	$642K	Buy	+3,927	New	+$615K	0.17%	106

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $12.8B AUM 19.73% 1-Year Est. Return

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

Wealth Advisory Solutions's VTI Position: Q1 2023 in Review

Wealth Advisory Solutions sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2023, closing a stake of 1,320 shares — an estimated $252K sold.

Wealth Advisory Solutions first reported a position in VTI in Q4 2019 and held it in 11 quarters. The position peaked at $642K in Q4 2019. 2,330 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

Wealth Advisory Solutions reported no remaining Vanguard Total Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Wealth Advisory Solutions sold 1,320 Vanguard Total Stock Market ETF shares in Q1 2023, an estimated $252K.
Wealth Advisory Solutions first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 11 quarters.
Wealth Advisory Solutions's Vanguard Total Stock Market ETF position peaked at $642K in Q4 2019.
2,330 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2023.

Based on Wealth Advisory Solutions's 13F filing for Q1 2023, filed 15 May 2023.