Aldebaran Financial’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 | $943K | Buy |
3,103
+32
| +1% | +$9.73K | 1.04% | 22 |
|
2025
Q1 | $844K | Buy |
3,071
+185
| +6% | +$50.8K | 1.03% | 24 |
|
2024
Q4 | $839K | Sell |
2,886
-322
| -10% | -$93.6K | 0.98% | 24 |
|
2024
Q3 | $908K | Buy |
3,208
+248
| +8% | +$70.2K | 1.07% | 24 |
|
2024
Q2 | $792K | Buy |
2,960
+63
| +2% | +$16.9K | 1.04% | 23 |
|
2024
Q1 | $753K | Buy |
2,897
+320
| +12% | +$83.2K | 1.06% | 24 |
|
2023
Q4 | $611K | Sell |
2,577
-11
| -0.4% | -$2.61K | 0.9% | 31 |
|
2023
Q3 | $550K | Sell |
2,588
-70
| -3% | -$14.9K | 0.86% | 35 |
|
2023
Q2 | $585K | Sell |
2,658
-1,038
| -28% | -$229K | 0.8% | 35 |
|
2023
Q1 | $754K | Sell |
3,696
-844
| -19% | -$172K | 0.97% | 33 |
|
2022
Q4 | $868K | Sell |
4,540
-52
| -1% | -$9.94K | 0.93% | 33 |
|
2022
Q3 | $833K | Sell |
4,592
-35
| -0.8% | -$6.35K | 0.91% | 35 |
|
2022
Q2 | $869K | Sell |
4,627
-131
| -3% | -$24.6K | 0.92% | 39 |
|
2022
Q1 | $1.08M | Sell |
4,758
-308
| -6% | -$70.1K | 0.84% | 37 |
|
2021
Q4 | $1.22M | Sell |
5,066
-185
| -4% | -$44.7K | 0.9% | 34 |
|
2021
Q3 | $1.17M | Sell |
5,251
-1,464
| -22% | -$325K | 0.94% | 31 |
|
2021
Q2 | $1.5M | Buy |
6,715
+930
| +16% | +$208K | 1.23% | 21 |
|
2021
Q1 | $1.2M | Hold |
5,785
| – | – | 1.06% | 32 |
|
2020
Q4 | $1.13M | Sell |
5,785
-279
| -5% | -$54.3K | 1.05% | 31 |
|
2020
Q3 | $1.03M | Sell |
6,064
-676
| -10% | -$115K | 1.07% | 31 |
|
2020
Q2 | $1.06M | Buy |
6,740
+58
| +0.9% | +$9.08K | 1.24% | 26 |
|
2020
Q1 | $861K | Sell |
6,682
-1,608
| -19% | -$207K | 0.84% | 42 |
|
2019
Q4 | $1.36M | Sell |
8,290
-472
| -5% | -$77.2K | 1.03% | 36 |
|
2019
Q3 | $1.31M | Sell |
8,762
-398
| -4% | -$59.3K | 0.87% | 47 |
|
2019
Q2 | $1.38M | Sell |
9,160
-305
| -3% | -$45.8K | 0.95% | 40 |
|
2019
Q1 | $1.37M | Buy |
9,465
+116
| +1% | +$16.8K | 0.96% | 39 |
|
2018
Q4 | $1.19M | Sell |
9,349
-169
| -2% | -$21.6K | 0.91% | 39 |
|
2018
Q3 | $1.42M | Sell |
9,518
-2,219
| -19% | -$332K | 0.92% | 42 |
|
2018
Q2 | $1.65M | Sell |
11,737
-702
| -6% | -$98.6K | 1.13% | 35 |
|
2018
Q1 | $1.69M | Sell |
12,439
-60
| -0.5% | -$8.14K | 1.13% | 37 |
|
2017
Q4 | $1.72M | Buy |
12,499
+1,723
| +16% | +$236K | 1.14% | 38 |
|
2017
Q3 | $1.4M | Buy |
10,776
+295
| +3% | +$38.2K | 0.96% | 41 |
|
2017
Q2 | $1.3M | Buy |
10,481
+867
| +9% | +$108K | 0.95% | 40 |
|
2017
Q1 | $1.17M | Buy |
9,614
+1,341
| +16% | +$163K | 0.89% | 43 |
|
2016
Q4 | $954K | Buy |
8,273
+1,146
| +16% | +$132K | 0.76% | 47 |
|
2016
Q3 | $793K | Buy |
7,127
+3,690
| +107% | +$411K | 0.63% | 56 |
|
2016
Q2 | $374K | Buy |
3,437
+835
| +32% | +$90.9K | 0.3% | 77 |
|
2016
Q1 | $273K | Buy |
2,602
+73
| +3% | +$7.66K | 0.24% | 80 |
|
2015
Q4 | $260K | Sell |
2,529
-51
| -2% | -$5.24K | 0.24% | 80 |
|
2015
Q3 | $255K | Buy |
2,580
+102
| +4% | +$10.1K | 0.24% | 81 |
|
2015
Q2 | $265K | Buy |
2,478
+55
| +2% | +$5.88K | 0.22% | 86 |
|
2015
Q1 | $260K | Buy |
2,423
+78
| +3% | +$8.37K | 0.22% | 92 |
|
2014
Q4 | $249K | Sell |
2,345
-31
| -1% | -$3.29K | 0.22% | 97 |
|
2014
Q3 | $241K | Sell |
2,376
-117
| -5% | -$11.9K | 0.22% | 96 |
|
2014
Q2 | $254K | Buy |
2,493
+28
| +1% | +$2.85K | 0.2% | 105 |
|
2014
Q1 | $240K | Buy |
2,465
+139
| +6% | +$13.5K | 0.21% | 105 |
|
2013
Q4 | $223K | Buy |
+2,326
| New | +$223K | 0.21% | 107 |
|