Appleton Partners’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 | $1.23M | Buy |
4,031
+22
| +0.5% | +$6.69K | 0.09% | 129 |
|
|
2025
Q1 | $1.1M | Sell |
4,009
-3
| -0.1% | -$825 | 0.09% | 126 |
|
|
2024
Q4 | $1.16M | Hold |
4,012
| – | – | 0.09% | 129 |
|
|
2024
Q3 | $1.14M | Sell |
4,012
-141
| -3% | -$39.9K | 0.08% | 129 |
|
|
2024
Q2 | $1.11M | Sell |
4,153
-53
| -1% | -$14.2K | 0.09% | 127 |
|
|
2024
Q1 | $1.09M | Buy |
4,206
+1,718
| +69% | +$446K | 0.08% | 132 |
|
|
2023
Q4 | $590K | Buy |
2,488
+49
| +2% | +$11.6K | 0.05% | 175 |
|
|
2023
Q3 | $518K | Sell |
2,439
-109
| -4% | -$23.2K | 0.05% | 184 |
|
|
2023
Q2 | $561K | Hold |
2,548
| – | – | 0.05% | 189 |
|
|
2023
Q1 | $520K | Sell |
2,548
-64
| -2% | -$13.1K | 0.05% | 202 |
|
|
2022
Q4 | $499K | Sell |
2,612
-21
| -0.8% | -$4.01K | 0.05% | 203 |
|
|
2022
Q3 | $473K | Sell |
2,633
-107
| -4% | -$19.2K | 0.05% | 202 |
|
|
2022
Q2 | $517K | Buy |
2,740
+180
| +7% | +$34K | 0.05% | 202 |
|
|
2022
Q1 | $583K | Sell |
2,560
-70
| -3% | -$15.9K | 0.05% | 201 |
|
|
2021
Q4 | $635K | Sell |
2,630
-71
| -3% | -$17.1K | 0.05% | 198 |
|
|
2021
Q3 | $600K | Buy |
2,701
+210
| +8% | +$46.6K | 0.05% | 194 |
|
|
2021
Q2 | $555K | Hold |
2,491
| – | – | 0.05% | 194 |
|
|
2021
Q1 | $515K | Buy |
2,491
+305
| +14% | +$63.1K | 0.05% | 194 |
|
|
2020
Q4 | $425K | Sell |
2,186
-15
| -0.7% | -$2.92K | 0.04% | 201 |
|
|
2020
Q3 | $375K | Hold |
2,201
| – | – | 0.04% | 201 |
|
|
2020
Q2 | $345K | Buy |
2,201
+155
| +8% | +$24.3K | 0.04% | 200 |
|
|
2020
Q1 | $264K | Buy |
2,046
+405
| +25% | +$52.3K | 0.04% | 226 |
|
|
2019
Q4 | $269K | Hold |
1,641
| – | – | 0.03% | 258 |
|
|
2019
Q3 | $248K | Buy |
+1,641
| New | +$248K | 0.03% | 255 |
|
|
2019
Q1 | – | Sell |
-1,641
| Closed | -$246K | – | 265 |
|
|
2018
Q4 | $246K | Hold |
1,641
| – | – | 0.04% | 232 |
|
|
2018
Q3 | $246K | Hold |
1,641
| – | – | 0.03% | 238 |
|
|
2018
Q2 | $230K | Hold |
1,641
| – | – | 0.03% | 244 |
|
|
2018
Q1 | $223K | Hold |
1,641
| – | – | 0.03% | 241 |
|
|
2017
Q4 | $225K | Hold |
1,641
| – | – | 0.03% | 245 |
|
|
2017
Q3 | $213K | Hold |
1,641
| – | – | 0.04% | 229 |
|
|
2017
Q2 | $204K | Buy |
+1,641
| New | +$204K | 0.03% | 236 |
|