Appleton Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.16M | Hold |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.11M | Sell |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $590K | Buy |
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|
2023
Q3 | $518K | Sell |
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|
2023
Q2 | $561K | Hold |
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|
2023
Q1 | $520K | Sell |
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|
2022
Q4 | $499K | Sell |
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|
2022
Q3 | $473K | Sell |
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|
2022
Q2 | $517K | Buy |
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|
2022
Q1 | $583K | Sell |
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|
2021
Q4 | $635K | Sell |
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|
2021
Q3 | $600K | Buy |
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|
2021
Q2 | $555K | Hold |
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|
2021
Q1 | $515K | Buy |
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|
2020
Q4 | $425K | Sell |
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|
2020
Q3 | $375K | Hold |
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|
2020
Q2 | $345K | Buy |
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|
2020
Q1 | $264K | Buy |
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|
2019
Q4 | $269K | Hold |
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|
2019
Q3 | $248K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $246K | Hold |
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|
2018
Q3 | $246K | Hold |
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|
2018
Q2 | $230K | Hold |
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|
2018
Q1 | $223K | Hold |
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|
2017
Q4 | $225K | Hold |
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|
2017
Q3 | $213K | Hold |
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|
2017
Q2 | $204K | Buy |
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