AO
Advisor OS’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Sell |
55,307
-1,718
| -3% | -$522K | 1.65% | 14 |
|
|
2025
Q1 | $15.7M | Buy |
57,025
+1,611
| +3% | +$443K | 1.78% | 12 |
|
|
2024
Q4 | $16.1M | Sell |
55,414
-11
| -0% | -$3.19K | 1.86% | 14 |
|
|
2024
Q3 | $15.7M | Buy |
55,425
+1,050
| +2% | +$297K | 1.56% | 18 |
|
|
2024
Q2 | $14.5M | Buy |
54,375
+2,860
| +6% | +$765K | 1.59% | 16 |
|
|
2024
Q1 | $13.4M | Sell |
51,515
-692
| -1% | -$180K | 1.54% | 14 |
|
|
2023
Q4 | $12.4M | Buy |
52,207
+1,201
| +2% | +$285K | 1.61% | 11 |
|
|
2023
Q3 | $10.8M | Buy |
51,006
+5,642
| +12% | +$1.2M | 1.62% | 13 |
|
|
2023
Q2 | $9.99M | Buy |
45,364
+40,309
| +797% | +$8.88M | 1.63% | 13 |
|
|
2023
Q1 | $1.03M | Buy |
5,055
+1,888
| +60% | +$385K | 0.25% | 104 |
|
|
2022
Q4 | $605K | Buy |
+3,167
| New | +$605K | 0.16% | 136 |
|
|
2022
Q1 | – | Sell |
-890
| Closed | -$215K | – | 249 |
|
|
2021
Q4 | $215K | Buy |
+890
| New | +$215K | 0.04% | 232 |
|