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

WJ Wealth Management’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
2022 Q2	–	Sell	-1,434	Closed	-$326K	–	61
2022 Q1	$326K	Buy	1,434 +5	+0.3%	+$1.12K	0.22%	35
2021 Q4	$345K	Sell	1,429 -1,420	-50%	-$335K	0.21%	42
2021 Q3	$633K	Sell	2,849 -56	-2%	-$12.8K	0.42%	32
2021 Q2	$647K	Buy	2,905 +9	+0.3%	+$1.95K	2%	12
2021 Q1	$599K	Buy	2,896 +9	+0.3%	+$1.82K	1.86%	17
2020 Q4	$562K	Sell	2,887 -138	-5%	-$25.2K	1.75%	14
2020 Q3	$515K	Sell	3,025 -3,003	-50%	-$505K	1.67%	14
2020 Q2	$944K	Buy	+6,028	New	+$889K	0.66%	22

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MPM

MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

WJ Wealth Management's VTI Position: Q2 2022 in Review

WJ Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 1,434 shares — an estimated $326K sold.

WJ Wealth Management first reported a position in VTI in Q2 2020 and held it in 8 quarters. The position peaked at $944K in Q2 2020. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

WJ Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
WJ Wealth Management sold 1,434 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $326K.
WJ Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q2 2020 and held it in 8 quarters.
WJ Wealth Management's Vanguard Total Stock Market ETF position peaked at $944K in Q2 2020.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on WJ Wealth Management's 13F filing for Q2 2022, filed 5 Aug 2022.