Acima Private Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.03M | Buy |
23,144
+347
| +2% | +$105K | 2.4% | 11 |
|
|
2025
Q1 | $6.27M | Buy |
22,797
+646
| +3% | +$178K | 2.25% | 14 |
|
|
2024
Q4 | $6.42M | Buy |
22,151
+618
| +3% | +$179K | 2.16% | 15 |
|
|
2024
Q3 | $6.1M | Buy |
21,533
+339
| +2% | +$96K | 2.04% | 15 |
|
|
2024
Q2 | $5.67M | Sell |
21,194
-12
| -0.1% | -$3.21K | 2.08% | 15 |
|
|
2024
Q1 | $5.51M | Buy |
21,206
+91
| +0.4% | +$23.7K | 2.03% | 13 |
|
|
2023
Q4 | $5.01M | Buy |
21,115
+376
| +2% | +$89.2K | 1.96% | 14 |
|
|
2023
Q3 | $4.41M | Sell |
20,739
-72
| -0.3% | -$15.3K | 1.96% | 13 |
|
|
2023
Q2 | $4.58M | Hold |
20,811
| – | – | 2.19% | 12 |
|
|
2023
Q1 | $4.25M | Buy |
20,811
+240
| +1% | +$49K | 2.09% | 13 |
|
|
2022
Q4 | $3.93M | Sell |
20,571
-895
| -4% | -$171K | 2.02% | 14 |
|
|
2022
Q3 | $3.85M | Buy |
21,466
+168
| +0.8% | +$30.2K | 1.98% | 14 |
|
|
2022
Q2 | $4.02M | Sell |
21,298
-80
| -0.4% | -$15.1K | 2.01% | 14 |
|
|
2022
Q1 | $4.87M | Buy |
21,378
+110
| +0.5% | +$25K | 2.25% | 12 |
|
|
2021
Q4 | $5.14M | Sell |
21,268
-43
| -0.2% | -$10.4K | 2.21% | 10 |
|
|
2021
Q3 | $4.73M | Buy |
21,311
+1,254
| +6% | +$278K | 2.17% | 13 |
|
|
2021
Q2 | $4.47M | Sell |
20,057
-154
| -0.8% | -$34.3K | 2.05% | 12 |
|
|
2021
Q1 | $4.18M | Sell |
20,211
-163
| -0.8% | -$33.7K | 2.05% | 12 |
|
|
2020
Q4 | $3.97M | Buy |
20,374
+190
| +0.9% | +$37K | 2.05% | 14 |
|
|
2020
Q3 | $3.44M | Sell |
20,184
-1,759
| -8% | -$300K | 2.07% | 14 |
|
|
2020
Q2 | $3.44M | Sell |
21,943
-455
| -2% | -$71.2K | 2.22% | 12 |
|
|
2020
Q1 | $2.89M | Buy |
22,398
+3,615
| +19% | +$466K | 2.22% | 11 |
|
|
2019
Q4 | $3.07M | Buy |
18,783
+2,548
| +16% | +$417K | 2.12% | 9 |
|
|
2019
Q3 | $2.45M | Buy |
16,235
+245
| +2% | +$37K | 1.87% | 13 |
|
|
2019
Q2 | $2.4M | Hold |
15,990
| – | – | 1.89% | 13 |
|
|
2019
Q1 | $2.31M | Hold |
15,990
| – | – | 1.98% | 10 |
|
|
2018
Q4 | $2.04M | Buy |
+15,990
| New | +$2.04M | 2% | 9 |
|