WQ
VTI icon

Wealth Quarterback’s Vanguard Total Stock Market ETF VTI Stock Holding History

Wealth Quarterback’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
-1,056
Closed -$202K – 128
2022
Q4 		$202K Buy
+1,056
New +$204K 0.17% 110
2022
Q3 		– Sell
-1,104
Closed -$208K – 116
2022
Q2 		$208K Buy
+1,104
New +$227K 0.16% 106
2021
Q3 		$283K Buy
1,274
+4
+0.3% +$912 0.19% 90
2021
Q2 		$283K Buy
+1,270
New +$276K 0.17% 92
2020
Q2 		– Sell
-129
Closed -$16.7K – 774
2020
Q1 		$16.7K Buy
129
+79
+158% +$12.2K 0.02% 374
2019
Q4 		$8.18K Buy
+50
New +$7.83K 0.01% 566

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 Quarterback's VTI Position: Q1 2023 in Review

Wealth Quarterback sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2023, closing a stake of 1,056 shares — an estimated $202K sold.

Wealth Quarterback first reported a position in VTI in Q4 2019 and held it in 6 quarters. The position peaked at $283K in Q3 2021. 2,330 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

  • Wealth Quarterback reported no remaining Vanguard Total Stock Market ETF position as of Q1 2023 after selling out during the quarter.
  • Wealth Quarterback sold 1,056 Vanguard Total Stock Market ETF shares in Q1 2023, an estimated $202K.
  • Wealth Quarterback first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 6 quarters.
  • Wealth Quarterback's Vanguard Total Stock Market ETF position peaked at $283K in Q3 2021.
  • 2,330 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2023.

Based on Wealth Quarterback's 13F filing for Q1 2023, filed 12 May 2023.