Advocate Group’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 | $5.82M | Buy |
19,165
+4
| +0% | +$1.22K | 1.04% | 44 |
|
|
2025
Q1 | $5.27M | Buy |
19,161
+46
| +0.2% | +$12.6K | 0.96% | 45 |
|
|
2024
Q4 | $5.54M | Sell |
19,115
-800
| -4% | -$232K | 1.04% | 42 |
|
|
2024
Q3 | $5.64M | Sell |
19,915
-1,040
| -5% | -$294K | 1.02% | 43 |
|
|
2024
Q2 | $5.61M | Sell |
20,955
-15
| -0.1% | -$4.01K | 1.13% | 38 |
|
|
2024
Q1 | $5.45M | Sell |
20,970
-114
| -0.5% | -$29.6K | 1.08% | 41 |
|
|
2023
Q4 | $5M | Buy |
21,084
+1
| +0% | +$237 | 1.07% | 42 |
|
|
2023
Q3 | $4.48M | Buy |
21,083
+63
| +0.3% | +$13.4K | 1.04% | 44 |
|
|
2023
Q2 | $4.63M | Sell |
21,020
-33
| -0.2% | -$7.27K | 1.02% | 43 |
|
|
2023
Q1 | $4.3M | Sell |
21,053
-2,468
| -10% | -$504K | 0.94% | 46 |
|
|
2022
Q4 | $4.5M | Buy |
23,521
+206
| +0.9% | +$39.4K | 0.97% | 44 |
|
|
2022
Q3 | $4.18M | Sell |
23,315
-1,802
| -7% | -$323K | 1.03% | 41 |
|
|
2022
Q2 | $4.74M | Buy |
+25,117
| New | +$4.74M | 1.1% | 39 |
|