Adero Partners’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
Q1 | $3.77M | Buy |
13,717
+20
| +0.1% | +$5.5K | 0.25% | 40 |
|
|
2024
Q4 | $3.97M | Buy |
13,697
+119
| +0.9% | +$34.5K | 0.26% | 39 |
|
|
2024
Q3 | $3.84M | Buy |
13,578
+1,366
| +11% | +$387K | 0.26% | 40 |
|
|
2024
Q2 | $3.27M | Buy |
12,212
+3,760
| +44% | +$1.01M | 0.24% | 40 |
|
|
2024
Q1 | $2.2M | Buy |
8,452
+1,183
| +16% | +$307K | 0.17% | 59 |
|
|
2023
Q4 | $1.72M | Buy |
7,269
+454
| +7% | +$108K | 0.15% | 62 |
|
|
2023
Q3 | $1.45M | Buy |
6,815
+2,087
| +44% | +$443K | 0.14% | 63 |
|
|
2023
Q2 | $1.04M | Buy |
4,728
+5
| +0.1% | +$1.1K | 0.1% | 70 |
|
|
2023
Q1 | $964K | Buy |
4,723
+335
| +8% | +$68.4K | 0.11% | 73 |
|
|
2022
Q4 | $839K | Buy |
4,388
+293
| +7% | +$56K | 0.1% | 72 |
|
|
2022
Q3 | $776K | Sell |
4,095
-2,380
| -37% | -$451K | 0.1% | 75 |
|
|
2022
Q2 | $1.23M | Buy |
6,475
+26
| +0.4% | +$4.93K | 0.17% | 55 |
|
|
2022
Q1 | $1.47M | Buy |
6,449
+1,627
| +34% | +$370K | 0.22% | 51 |
|
|
2021
Q4 | $1.16M | Buy |
4,822
+36
| +0.8% | +$8.69K | 0.19% | 59 |
|
|
2021
Q3 | $1.06M | Buy |
4,786
+2,299
| +92% | +$511K | 0.19% | 56 |
|
|
2021
Q2 | $554K | Buy |
2,487
+850
| +52% | +$189K | 0.13% | 73 |
|
|
2021
Q1 | $338K | Sell |
1,637
-173
| -10% | -$35.7K | 0.15% | 85 |
|
|
2020
Q4 | $352K | Buy |
1,810
+4
| +0.2% | +$778 | 0.3% | 52 |
|
|
2020
Q3 | $307K | Buy |
1,806
+512
| +40% | +$87K | 0.25% | 68 |
|
|
2020
Q2 | $203K | Buy |
+1,294
| New | +$203K | 0.21% | 68 |
|
|
2020
Q1 | – | Sell |
-2,705
| Closed | -$443K | – | 90 |
|
|
2019
Q4 | $443K | Buy |
+2,705
| New | +$443K | 0.5% | 46 |
|