AF
Advisornet Financial’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 | $21.3M | Sell |
70,058
-10,552
| -13% | -$3.21M | 1.37% | 12 |
|
|
2025
Q1 | $22.2M | Buy |
80,610
+681
| +0.9% | +$187K | 1.64% | 10 |
|
|
2024
Q4 | $23.2M | Buy |
79,929
+1,019
| +1% | +$295K | 1.94% | 5 |
|
|
2024
Q3 | $22.3M | Sell |
78,910
-1,213
| -2% | -$343K | 1.67% | 7 |
|
|
2024
Q2 | $21.4M | Sell |
80,123
-1,416
| -2% | -$379K | 1.95% | 6 |
|
|
2024
Q1 | $21.2M | Sell |
81,539
-2,598
| -3% | -$675K | 2.04% | 4 |
|
|
2023
Q4 | $20M | Buy |
84,137
+4,430
| +6% | +$1.05M | 1.84% | 5 |
|
|
2023
Q3 | $16.9M | Buy |
79,707
+4,460
| +6% | +$947K | 1.54% | 7 |
|
|
2023
Q2 | $16.6M | Buy |
75,247
+20,743
| +38% | +$4.57M | 1.42% | 9 |
|
|
2023
Q1 | $11.1M | Buy |
54,504
+4,812
| +10% | +$982K | 1.02% | 19 |
|
|
2022
Q4 | $9.5M | Buy |
49,692
+1,171
| +2% | +$224K | 0.93% | 21 |
|
|
2022
Q3 | $8.71M | Sell |
48,521
-222
| -0.5% | -$39.8K | 0.87% | 21 |
|
|
2022
Q2 | $9.19M | Sell |
48,743
-6,698
| -12% | -$1.26M | 0.9% | 20 |
|
|
2022
Q1 | $12.6M | Sell |
55,441
-532
| -1% | -$121K | 0.79% | 24 |
|
|
2021
Q4 | $13.5M | Buy |
55,973
+31,612
| +130% | +$7.63M | 0.83% | 17 |
|
|
2021
Q3 | $5.41M | Sell |
24,361
-495
| -2% | -$110K | 0.38% | 60 |
|
|
2021
Q2 | $5.54M | Sell |
24,856
-182
| -0.7% | -$40.6K | 0.37% | 64 |
|
|
2021
Q1 | $5.18M | Sell |
25,038
-525
| -2% | -$109K | 0.37% | 65 |
|
|
2020
Q4 | $4.98M | Sell |
25,563
-1,904
| -7% | -$371K | 0.4% | 49 |
|
|
2020
Q3 | $4.68M | Sell |
27,467
-3,221
| -10% | -$549K | 0.4% | 52 |
|
|
2020
Q2 | $4.8M | Sell |
30,688
-4,733
| -13% | -$741K | 0.39% | 59 |
|
|
2020
Q1 | $4.57M | Sell |
35,421
-1,770
| -5% | -$228K | 0.42% | 55 |
|
|
2019
Q4 | $6.09M | Buy |
37,191
+248
| +0.7% | +$40.6K | 0.52% | 42 |
|
|
2019
Q3 | $5.58M | Buy |
36,943
+919
| +3% | +$139K | 0.51% | 39 |
|
|
2019
Q2 | $5.41M | Buy |
36,024
+426
| +1% | +$63.9K | 0.6% | 30 |
|
|
2019
Q1 | $5.15M | Sell |
35,598
-1,814
| -5% | -$262K | 0.63% | 28 |
|
|
2018
Q4 | $4.78M | Sell |
37,412
-5,488
| -13% | -$700K | 0.66% | 24 |
|
|
2018
Q3 | $6.42M | Sell |
42,900
-3,017
| -7% | -$451K | 0.81% | 21 |
|
|
2018
Q2 | $6.45M | Sell |
45,917
-5,314
| -10% | -$746K | 0.87% | 20 |
|
|
2018
Q1 | $6.95M | Sell |
51,231
-18,117
| -26% | -$2.46M | 0.96% | 16 |
|
|
2017
Q4 | $9.52M | Buy |
+69,348
| New | +$9.52M | 1.45% | 9 |
|