Apriem Advisors’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 | $600K | Sell |
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|
2025
Q1 | $556K | Sell |
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|
2024
Q4 | $590K | Hold |
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|
2024
Q3 | $577K | Sell |
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|
2024
Q2 | $550K | Sell |
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|
2024
Q1 | $578K | Sell |
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|
2023
Q4 | $574K | Hold |
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|
2023
Q3 | $514K | Sell |
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|
2023
Q2 | $541K | Hold |
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|
2023
Q1 | $502K | Hold |
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|
2022
Q4 | $470K | Hold |
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|
2022
Q3 | $441K | Buy |
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|
2022
Q2 | $388K | Hold |
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|
2022
Q1 | $469K | Sell |
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|
2021
Q4 | $501K | Sell |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $462K | Buy |
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|
2021
Q1 | $426K | Sell |
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|
2020
Q4 | $418K | Hold |
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|
2020
Q3 | $365K | Sell |
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|
2020
Q2 | $450K | Sell |
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|
2020
Q1 | $431K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $123K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $542K | Buy |
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|
2017
Q1 | $511K | Sell |
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|
2016
Q4 | $573K | Buy |
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|
2016
Q3 | $492K | Buy |
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|
2016
Q2 | $462K | Sell |
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|
2016
Q1 | $457K | Buy |
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|
2015
Q4 | $32K | Hold |
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|
2015
Q3 | $31K | Sell |
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|
2015
Q2 | $67K | Sell |
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|
2015
Q1 | $70K | Hold |
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|
2014
Q4 | $69K | Sell |
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|
2014
Q3 | $106K | Sell |
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|
2014
Q2 | $867K | Sell |
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|
2014
Q1 | $846K | Sell |
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|
2013
Q4 | $843K | Buy |
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|
2013
Q3 | $757K | Buy |
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|
2013
Q2 | $483K | Buy |
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