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

Wealth Management 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 Q3	$495K	Buy	2,333 +166	+8%	+$36.7K	0.34%	39
2023 Q2	$477K	Sell	2,167 -17	-0.8%	-$3.55K	0.31%	39
2023 Q1	$446K	Sell	2,184 -2,153	-50%	-$431K	0.26%	43
2022 Q4	$829K	Sell	4,337 -1,379	-24%	-$266K	0.44%	29
2022 Q3	$1.03M	Sell	5,716 -1,635	-22%	-$326K	0.6%	20
2022 Q2	$1.39M	Sell	7,351 -1,079	-13%	-$222K	0.78%	19
2022 Q1	$1.92M	Sell	8,430 -776	-8%	-$175K	1%	22
2021 Q4	$2.22M	Buy	+9,206	New	+$2.17M	1.14%	19

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Betterment LLC New York $52.8B AUM 15.34% 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

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 Management Solutions's VTI Position: Q3 2023 in Review

Wealth Management Solutions increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.7% in Q3 2023, buying an estimated $36.7K and bringing the position to 2,333 shares worth $495K. The position accounts for 0.34% of the portfolio, ranked #39.

Wealth Management Solutions first reported a position in VTI in Q4 2021 and has held it in 8 quarters since. The position peaked at $2.22M in Q4 2021. 2,403 funds tracked by Wall St. Rank hold VTI as of Q3 2023.

Wealth Management Solutions held 2,333 shares of Vanguard Morningstar Total Stock Market ETF worth $495K as of Q3 2023.
Wealth Management Solutions bought 166 Vanguard Morningstar Total Stock Market ETF shares in Q3 2023, an estimated $36.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of Wealth Management Solutions's portfolio in Q3 2023, its #39 holding.
Wealth Management Solutions first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 8 quarters since.
Wealth Management Solutions's Vanguard Morningstar Total Stock Market ETF position peaked at $2.22M in Q4 2021.
2,403 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.