Apollon 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 | $21.2M | Buy |
69,627
+9,968
| +17% | +$3.03M | 0.42% | 45 |
|
2025
Q1 | $16.4M | Sell |
59,659
-2,340
| -4% | -$643K | 0.36% | 58 |
|
2024
Q4 | $18M | Buy |
61,999
+1,127
| +2% | +$327K | 0.41% | 47 |
|
2024
Q3 | $17.2M | Sell |
60,872
-1,670
| -3% | -$473K | 0.49% | 42 |
|
2024
Q2 | $16.7M | Buy |
62,542
+320
| +0.5% | +$85.6K | 0.51% | 40 |
|
2024
Q1 | $16.2M | Buy |
62,222
+2,864
| +5% | +$744K | 0.51% | 40 |
|
2023
Q4 | $14.1M | Buy |
59,358
+14,396
| +32% | +$3.42M | 0.49% | 42 |
|
2023
Q3 | $9.55M | Sell |
44,962
-1,661
| -4% | -$353K | 0.48% | 43 |
|
2023
Q2 | $10.3M | Buy |
46,623
+1,556
| +3% | +$343K | 0.5% | 37 |
|
2023
Q1 | $9.2M | Buy |
45,067
+1,824
| +4% | +$372K | 0.56% | 29 |
|
2022
Q4 | $8.27M | Buy |
43,243
+1,450
| +3% | +$277K | 0.59% | 24 |
|
2022
Q3 | $7.5M | Sell |
41,793
-1,923
| -4% | -$345K | 0.62% | 25 |
|
2022
Q2 | $8.25M | Buy |
43,716
+6,419
| +17% | +$1.21M | 0.69% | 24 |
|
2022
Q1 | $8.49M | Sell |
37,297
-2,360
| -6% | -$537K | 0.6% | 23 |
|
2021
Q4 | $9.44M | Buy |
39,657
+33,396
| +533% | +$7.95M | 0.71% | 22 |
|
2021
Q3 | $1.39M | Buy |
6,261
+1,444
| +30% | +$321K | 0.19% | 110 |
|
2021
Q2 | $1.07M | Sell |
4,817
-450
| -9% | -$100K | 0.19% | 100 |
|
2021
Q1 | $1.09M | Buy |
5,267
+3,349
| +175% | +$692K | 0.21% | 94 |
|
2020
Q4 | $373K | Sell |
1,918
-1,815
| -49% | -$353K | 0.1% | 141 |
|
2020
Q3 | $636K | Sell |
3,733
-54
| -1% | -$9.2K | 0.29% | 75 |
|
2020
Q2 | $593K | Sell |
3,787
-11,730
| -76% | -$1.84M | 0.33% | 47 |
|
2020
Q1 | $2M | Buy |
15,517
+12,381
| +395% | +$1.6M | 2.05% | 10 |
|
2019
Q4 | $522K | Buy |
3,136
+108
| +4% | +$18K | 0.46% | 36 |
|
2019
Q3 | $457K | Buy |
3,028
+444
| +17% | +$67K | 0.48% | 36 |
|
2019
Q2 | $388K | Hold |
2,584
| – | – | 0.45% | 34 |
|
2019
Q1 | $374K | Hold |
2,584
| – | – | 0.49% | 36 |
|
2018
Q4 | $358K | Buy |
+2,584
| New | +$358K | 0.33% | 33 |
|