WR Wealth Planners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

WR Wealth Planners’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
2024 Q4	$80.2K	Buy	277 +154	+125%	+$44.9K	0.03%	262
2024 Q3	$34.9K	Hold	123	–	–	0.01%	387
2024 Q2	$32.9K	Buy	123 +43	+54%	+$11.1K	0.01%	378
2024 Q1	$20.8K	Buy	+80	New	+$19.8K	0.01%	445
2023 Q4	–	Sell	-14	Closed	-$2.97K	–	846
2023 Q3	$2.97K	Hold	14	–	–	﹤0.01%	733
2023 Q2	$3.08K	Hold	14	–	–	﹤0.01%	734
2023 Q1	$2.86K	Hold	14	–	–	﹤0.01%	742
2022 Q4	$2.68K	Hold	14	–	–	﹤0.01%	376
2022 Q3	$2.51K	Hold	14	–	–	﹤0.01%	372
2022 Q2	$2.64K	Hold	14	–	–	﹤0.01%	397
2022 Q1	$3.19K	Buy	+14	New	+$3.15K	﹤0.01%	394

Other funds holding VTI

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

WR Wealth Planners's VTI Position: Q4 2024 in Review

WR Wealth Planners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 125% in Q4 2024, buying an estimated $44.9K and bringing the position to 277 shares worth $80.2K. The position accounts for 0.03% of the portfolio, ranked #262.

WR Wealth Planners first reported a position in VTI in Q1 2022 and has held it in 11 quarters since. 3,172 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

WR Wealth Planners held 277 shares of Vanguard Morningstar Total Stock Market ETF worth $80.2K as of Q4 2024.
WR Wealth Planners bought 154 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $44.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #262 holding.
WR Wealth Planners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 11 quarters since.
3,172 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.