Wealth Quarterback’s Vanguard Morningstar 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 $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Quarterback's VTI Position: Q1 2023 in Review

Wealth Quarterback sold out of Vanguard Morningstar 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. 2,333 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

Wealth Quarterback reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Wealth Quarterback sold 1,056 Vanguard Morningstar Total Stock Market ETF shares in Q1 2023, an estimated $202K.
Wealth Quarterback first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and held it in 6 quarters.
Wealth Quarterback's Vanguard Morningstar Total Stock Market ETF position peaked at $283K in Q3 2021.
2,333 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2023.

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