AC
Apella Capital’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 | $131M | Buy |
430,143
+34,035
| +9% | +$10.4M | 3.56% | 3 |
|
|
2025
Q1 | $106M | Buy |
396,108
+64,025
| +19% | +$17.2M | 3.65% | 5 |
|
|
2024
Q4 | $96.2M | Buy |
332,083
+18,727
| +6% | +$5.43M | 3.69% | 5 |
|
|
2024
Q3 | $87.9M | Buy |
313,356
+2,523
| +0.8% | +$708K | 3.61% | 7 |
|
|
2024
Q2 | $84.7M | Buy |
310,833
+4,863
| +2% | +$1.32M | 3.79% | 5 |
|
|
2024
Q1 | $78.9M | Sell |
305,970
-9,722
| -3% | -$2.51M | 3.98% | 5 |
|
|
2023
Q4 | $73.5M | Sell |
315,692
-19,528
| -6% | -$4.55M | 4.09% | 4 |
|
|
2023
Q3 | $71.2M | Sell |
335,220
-3,796
| -1% | -$806K | 5.03% | 4 |
|
|
2023
Q2 | $74.7M | Buy |
+339,016
| New | +$74.7M | 5.32% | 4 |
|
|
2022
Q4 | $55.5M | Buy |
290,453
+26,889
| +10% | +$5.14M | 5.06% | 4 |
|
|
2022
Q3 | $47.3M | Buy |
263,564
+20,008
| +8% | +$3.59M | 5.5% | 3 |
|
|
2022
Q2 | $45.9M | Buy |
243,556
+22,457
| +10% | +$4.24M | 5.48% | 2 |
|
|
2022
Q1 | $50.3M | Buy |
221,099
+24,226
| +12% | +$5.52M | 7.09% | 1 |
|
|
2021
Q4 | $47.5M | Buy |
196,873
+24,210
| +14% | +$5.85M | 6.06% | 2 |
|
|
2021
Q3 | $38.3M | Buy |
172,663
+16,132
| +10% | +$3.58M | 5.51% | 2 |
|
|
2021
Q2 | $34.9M | Buy |
156,531
+7,967
| +5% | +$1.78M | 5.73% | 2 |
|
|
2021
Q1 | $30.7M | Sell |
148,564
-2,583
| -2% | -$534K | 9.68% | 1 |
|
|
2020
Q4 | $29.4M | Sell |
151,147
-8,878
| -6% | -$1.73M | 10.32% | 1 |
|
|
2020
Q3 | $27.3M | Buy |
160,025
+2,156
| +1% | +$367K | 10.95% | 1 |
|
|
2020
Q2 | $24.7M | Buy |
157,869
+4,916
| +3% | +$769K | 11.51% | 1 |
|
|
2020
Q1 | $19.7M | Buy |
+152,953
| New | +$19.7M | 11.51% | 1 |
|