Altus Wealth Management’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 | $45.4M | Sell |
149,301
-1,926
| -1% | -$585K | 21.72% | 1 |
|
|
2025
Q1 | $41.6M | Sell |
151,227
-957
| -0.6% | -$263K | 19.46% | 1 |
|
|
2024
Q4 | $44.1M | Buy |
152,184
+1,906
| +1% | +$552K | 19.73% | 1 |
|
|
2024
Q3 | $42.6M | Sell |
150,278
-4,440
| -3% | -$1.26M | 19.96% | 1 |
|
|
2024
Q2 | $41.4M | Sell |
154,718
-485
| -0.3% | -$130K | 19.89% | 1 |
|
|
2024
Q1 | $40.3M | Buy |
155,203
+1,845
| +1% | +$480K | 21.22% | 1 |
|
|
2023
Q4 | $36.4M | Buy |
153,358
+1,560
| +1% | +$370K | 21.76% | 1 |
|
|
2023
Q3 | $32.2M | Buy |
151,798
+3,359
| +2% | +$713K | 22.4% | 1 |
|
|
2023
Q2 | $32.7M | Sell |
148,439
-1,539
| -1% | -$339K | 25.81% | 1 |
|
|
2023
Q1 | $30.6M | Buy |
149,978
+5,515
| +4% | +$1.13M | 25.32% | 1 |
|
|
2022
Q4 | $27.6M | Sell |
144,463
-1,608
| -1% | -$307K | 24.33% | 1 |
|
|
2022
Q3 | $26.2M | Buy |
146,071
+834
| +0.6% | +$150K | 22.45% | 1 |
|
|
2022
Q2 | $27.4M | Buy |
145,237
+2,038
| +1% | +$384K | 21.31% | 1 |
|
|
2022
Q1 | $32.6M | Buy |
143,199
+4,164
| +3% | +$948K | 22.44% | 1 |
|
|
2021
Q4 | $33.6M | Buy |
139,035
+993
| +0.7% | +$240K | 19.99% | 1 |
|
|
2021
Q3 | $30.7M | Buy |
138,042
+7,256
| +6% | +$1.61M | 19.42% | 1 |
|
|
2021
Q2 | $29.1M | Buy |
130,786
+4,165
| +3% | +$928K | 18.77% | 1 |
|
|
2021
Q1 | $26.2M | Buy |
126,621
+3,756
| +3% | +$776K | 18.57% | 1 |
|
|
2020
Q4 | $23.9M | Buy |
122,865
+1,518
| +1% | +$295K | 18.56% | 1 |
|
|
2020
Q3 | $20.7M | Buy |
121,347
+9,557
| +9% | +$1.63M | 19.01% | 1 |
|
|
2020
Q2 | $17.5M | Buy |
111,790
+4,062
| +4% | +$636K | 19.5% | 1 |
|
|
2020
Q1 | $13.9M | Buy |
107,728
+1,616
| +2% | +$208K | 19.85% | 1 |
|
|
2019
Q4 | $17.4M | Buy |
+106,112
| New | +$17.4M | 16.99% | 1 |
|