Aspiriant LLC’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 | $29.1M | Buy |
95,846
+3,579
| +4% | +$1.09M | 0.93% | 19 |
|
|
2025
Q1 | $25.4M | Buy |
92,267
+1,179
| +1% | +$324K | 0.88% | 17 |
|
|
2024
Q4 | $26.4M | Sell |
91,088
-455
| -0.5% | -$132K | 0.95% | 16 |
|
|
2024
Q3 | $25.9M | Sell |
91,543
-765
| -0.8% | -$217K | 0.98% | 17 |
|
|
2024
Q2 | $24.7M | Sell |
92,308
-195
| -0.2% | -$52.2K | 1.01% | 17 |
|
|
2024
Q1 | $24M | Buy |
92,503
+76
| +0.1% | +$19.8K | 1% | 16 |
|
|
2023
Q4 | $21.9M | Buy |
92,427
+49,817
| +117% | +$11.8M | 0.99% | 20 |
|
|
2023
Q3 | $9.05M | Buy |
42,610
+3,282
| +8% | +$697K | 0.46% | 33 |
|
|
2023
Q2 | $8.66M | Sell |
39,328
-1,065
| -3% | -$235K | 0.44% | 35 |
|
|
2023
Q1 | $8.24M | Sell |
40,393
-2,458
| -6% | -$502K | 0.43% | 36 |
|
|
2022
Q4 | $8.19M | Buy |
42,851
+2,191
| +5% | +$419K | 0.42% | 34 |
|
|
2022
Q3 | $7.3M | Buy |
40,660
+622
| +2% | +$112K | 0.36% | 35 |
|
|
2022
Q2 | $7.55M | Buy |
40,038
+805
| +2% | +$152K | 0.36% | 35 |
|
|
2022
Q1 | $8.93M | Buy |
39,233
+54
| +0.1% | +$12.3K | 0.49% | 29 |
|
|
2021
Q4 | $9.46M | Sell |
39,179
-4,235
| -10% | -$1.02M | 0.51% | 26 |
|
|
2021
Q3 | $9.64M | Sell |
43,414
-272
| -0.6% | -$60.4K | 0.57% | 25 |
|
|
2021
Q2 | $9.74M | Buy |
43,686
+587
| +1% | +$131K | 0.55% | 25 |
|
|
2021
Q1 | $8.91M | Sell |
43,099
-891
| -2% | -$184K | 0.57% | 25 |
|
|
2020
Q4 | $8.56M | Sell |
43,990
-551
| -1% | -$107K | 0.58% | 24 |
|
|
2020
Q3 | $7.59M | Sell |
44,541
-1,478
| -3% | -$252K | 0.59% | 27 |
|
|
2020
Q2 | $7.21M | Buy |
46,019
+4,734
| +11% | +$741K | 0.67% | 26 |
|
|
2020
Q1 | $5.32M | Sell |
41,285
-18,541
| -31% | -$2.39M | 0.52% | 28 |
|
|
2019
Q4 | $9.79M | Sell |
59,826
-2,978
| -5% | -$487K | 0.91% | 23 |
|
|
2019
Q3 | $9.48M | Sell |
62,804
-4,423
| -7% | -$668K | 0.85% | 24 |
|
|
2019
Q2 | $10.1M | Buy |
67,227
+8,813
| +15% | +$1.32M | 0.84% | 26 |
|
|
2019
Q1 | $8.45M | Buy |
58,414
+10,629
| +22% | +$1.54M | 0.69% | 31 |
|
|
2018
Q4 | $6.1M | Buy |
47,785
+8,358
| +21% | +$1.07M | 0.46% | 38 |
|
|
2018
Q3 | $5.9M | Sell |
39,427
-30
| -0.1% | -$4.49K | 0.5% | 40 |
|
|
2018
Q2 | $5.54M | Buy |
39,457
+875
| +2% | +$123K | 0.47% | 43 |
|
|
2018
Q1 | $5.24M | Buy |
38,582
+32,551
| +540% | +$4.42M | 0.46% | 44 |
|
|
2017
Q4 | $828K | Sell |
6,031
-17,574
| -74% | -$2.41M | 0.24% | 39 |
|
|
2017
Q3 | $3.06M | Buy |
23,605
+6,593
| +39% | +$854K | 0.26% | 56 |
|
|
2017
Q2 | $2.12M | Sell |
17,012
-1,385
| -8% | -$172K | 0.18% | 76 |
|
|
2017
Q1 | $2.23M | Buy |
18,397
+1,289
| +8% | +$156K | 0.19% | 78 |
|
|
2016
Q4 | $1.97M | Sell |
17,108
-36
| -0.2% | -$4.15K | 0.18% | 74 |
|
|
2016
Q3 | $1.91M | Buy |
17,144
+191
| +1% | +$21.3K | 0.19% | 73 |
|
|
2016
Q2 | $1.82M | Sell |
16,953
-2,214
| -12% | -$237K | 0.17% | 82 |
|
|
2016
Q1 | $2.01M | Buy |
19,167
+8,658
| +82% | +$908K | 0.19% | 70 |
|
|
2015
Q4 | $1.1M | Sell |
10,509
-20,358
| -66% | -$2.12M | 0.12% | 43 |
|
|
2015
Q3 | $3.22M | Buy |
30,867
+10,509
| +52% | +$1.09M | 0.27% | 29 |
|
|
2015
Q2 | $2.18M | Buy |
20,358
+10,189
| +100% | +$1.09M | 0.21% | 26 |
|
|
2015
Q1 | $1.09M | Hold |
10,169
| – | – | 0.14% | 38 |
|
|
2014
Q4 | $1.08M | Buy |
10,169
+1,238
| +14% | +$131K | 0.14% | 35 |
|
|
2014
Q3 | $904K | Buy |
8,931
+11
| +0.1% | +$1.11K | 0.13% | 35 |
|
|
2014
Q2 | $908K | Sell |
8,920
-2,858
| -24% | -$291K | 0.13% | 48 |
|
|
2014
Q1 | $1.15M | Sell |
11,778
-708
| -6% | -$69K | 0.17% | 41 |
|
|
2013
Q4 | $1.2M | Buy |
12,486
+7,598
| +155% | +$729K | 0.19% | 35 |
|
|
2013
Q3 | $428K | Sell |
4,888
-2,916
| -37% | -$255K | 0.08% | 35 |
|
|
2013
Q2 | $645K | Buy |
+7,804
| New | +$645K | 0.1% | 41 |
|