Aprio 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 | $834K | Buy |
2,743
+70
| +3% | +$21.3K | 0.09% | 124 |
|
|
2025
Q1 | $735K | Buy |
2,673
+122
| +5% | +$33.5K | 0.09% | 134 |
|
|
2024
Q4 | $739K | Buy |
2,551
+10
| +0.4% | +$2.9K | 0.11% | 105 |
|
|
2024
Q3 | $720K | Buy |
2,541
+2
| +0.1% | +$566 | 0.12% | 98 |
|
|
2024
Q2 | $679K | Buy |
2,539
+71
| +3% | +$19K | 0.12% | 95 |
|
|
2024
Q1 | $642K | Buy |
2,468
+111
| +5% | +$28.9K | 0.13% | 90 |
|
|
2023
Q4 | $559K | Buy |
2,357
+502
| +27% | +$119K | 0.12% | 89 |
|
|
2023
Q3 | $394K | Sell |
1,855
-90
| -5% | -$19.1K | 0.11% | 94 |
|
|
2023
Q2 | $428K | Buy |
1,945
+32
| +2% | +$7.05K | 0.12% | 85 |
|
|
2023
Q1 | $390K | Buy |
1,913
+104
| +6% | +$21.2K | 0.12% | 81 |
|
|
2022
Q4 | $346K | Sell |
1,809
-1,072
| -37% | -$205K | 0.12% | 79 |
|
|
2022
Q3 | $517K | Buy |
2,881
+1,102
| +62% | +$198K | 0.21% | 60 |
|
|
2022
Q2 | $336K | Sell |
1,779
-103
| -5% | -$19.5K | 0.13% | 61 |
|
|
2022
Q1 | $428K | Buy |
1,882
+635
| +51% | +$144K | 0.16% | 56 |
|
|
2021
Q4 | $301K | Sell |
1,247
-154
| -11% | -$37.2K | 0.13% | 56 |
|
|
2021
Q3 | $311K | Buy |
1,401
+32
| +2% | +$7.1K | 0.14% | 55 |
|
|
2021
Q2 | $305K | Buy |
+1,369
| New | +$305K | 0.14% | 54 |
|
|
2020
Q2 | – | Sell |
-3,805
| Closed | -$491K | – | 80 |
|
|
2020
Q1 | $491K | Buy |
+3,805
| New | +$491K | 0.62% | 30 |
|