AF
Apexium 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 | $1.62M | Sell |
5,306
-8
| -0.2% | -$2.44K | 0.09% | 94 |
|
|
2025
Q1 | $1.46M | Buy |
5,314
+1,285
| +32% | +$353K | 0.09% | 100 |
|
|
2024
Q4 | $1.17M | Buy |
4,029
+56
| +1% | +$16.2K | 0.07% | 98 |
|
|
2024
Q3 | $1.13M | Buy |
3,973
+211
| +6% | +$59.9K | 0.07% | 91 |
|
|
2024
Q2 | $1.01M | Buy |
3,762
+819
| +28% | +$220K | 0.07% | 91 |
|
|
2024
Q1 | $765K | Sell |
2,943
-2,839
| -49% | -$738K | 0.06% | 109 |
|
|
2023
Q4 | $1.37M | Buy |
5,782
+2,981
| +106% | +$707K | 0.1% | 96 |
|
|
2023
Q3 | $595K | Buy |
2,801
+3
| +0.1% | +$637 | 0.06% | 120 |
|
|
2023
Q2 | $616K | Sell |
2,798
-154
| -5% | -$33.9K | 0.05% | 120 |
|
|
2023
Q1 | $603K | Sell |
2,952
-398
| -12% | -$81.2K | 0.06% | 119 |
|
|
2022
Q4 | $640K | Sell |
3,350
-2,794
| -45% | -$534K | 0.07% | 111 |
|
|
2022
Q3 | $1.1M | Buy |
6,144
+4,670
| +317% | +$838K | 0.14% | 69 |
|
|
2022
Q2 | $278K | Sell |
1,474
-97
| -6% | -$18.3K | 0.16% | 77 |
|
|
2022
Q1 | $361K | Sell |
1,571
-85
| -5% | -$19.5K | 0.19% | 63 |
|
|
2021
Q4 | $400K | Hold |
1,656
| – | – | 0.21% | 62 |
|
|
2021
Q3 | $368K | Buy |
1,656
+76
| +5% | +$16.9K | 0.21% | 60 |
|
|
2021
Q2 | $352K | Hold |
1,580
| – | – | 0.22% | 55 |
|
|
2021
Q1 | $327K | Hold |
1,580
| – | – | 0.24% | 56 |
|
|
2020
Q4 | $308K | Hold |
1,580
| – | – | 0.24% | 54 |
|
|
2020
Q3 | $269K | Buy |
1,580
+168
| +12% | +$28.6K | 0.22% | 55 |
|
|
2020
Q2 | $221K | Buy |
+1,412
| New | +$221K | 0.2% | 60 |
|
|
2020
Q1 | – | Sell |
-1,412
| Closed | -$231K | – | 83 |
|
|
2019
Q4 | $231K | Buy |
+1,412
| New | +$231K | 0.3% | 60 |
|