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

WT 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	-4,852	Closed	-$1.1M	–	125
2022 Q1	$1.1M	Buy	4,852 +1,760	+57%	+$396K	0.42%	73
2021 Q4	$747K	Buy	3,092 +389	+14%	+$91.8K	0.27%	79
2021 Q3	$600K	Buy	2,703 +663	+33%	+$151K	0.23%	90
2021 Q2	$455K	Buy	2,040 +822	+67%	+$178K	0.18%	98
2021 Q1	$252K	Buy	+1,218	New	+$246K	0.12%	112

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

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

WT Wealth Management sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2022, closing a stake of 4,852 shares — an estimated $1.1M sold.

WT Wealth Management first reported a position in VTI in Q1 2021 and held it in 5 quarters. The position peaked at $1.1M in Q1 2022. 2,166 funds tracked by Wall St. Rank hold VTI as of Q2 2022.

WT Wealth Management reported no remaining Vanguard Total Stock Market ETF position as of Q2 2022 after selling out during the quarter.
WT Wealth Management sold 4,852 Vanguard Total Stock Market ETF shares in Q2 2022, an estimated $1.1M.
WT Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and held it in 5 quarters.
WT Wealth Management's Vanguard Total Stock Market ETF position peaked at $1.1M in Q1 2022.
2,166 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2022.

Based on WT Wealth Management's 13F filing for Q2 2022, filed 26 Jul 2022.