ACA
Atlas Capital Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Sell |
21,002
-11,296
| -35% | -$3.43M | 0.78% | 32 |
|
|
2025
Q1 | $8.88M | Sell |
32,298
-3,166
| -9% | -$870K | 1.11% | 20 |
|
|
2024
Q4 | $10.3M | Sell |
35,464
-572
| -2% | -$166K | 1.3% | 14 |
|
|
2024
Q3 | $10.2M | Buy |
36,036
+735
| +2% | +$208K | 1.56% | 12 |
|
|
2024
Q2 | $9.44M | Sell |
35,301
-1,269
| -3% | -$339K | 1.23% | 18 |
|
|
2024
Q1 | $9.5M | Buy |
36,570
+873
| +2% | +$227K | 1.48% | 15 |
|
|
2023
Q4 | $8.47M | Sell |
35,697
-458
| -1% | -$109K | 1.23% | 16 |
|
|
2023
Q3 | $7.68M | Sell |
36,155
-413
| -1% | -$87.7K | 1.26% | 19 |
|
|
2023
Q2 | $8.06M | Sell |
36,568
-4,785
| -12% | -$1.05M | 1.22% | 22 |
|
|
2023
Q1 | $8.44M | Sell |
41,353
-2,637
| -6% | -$538K | 1.33% | 20 |
|
|
2022
Q4 | $8.41M | Buy |
43,990
+325
| +0.7% | +$62.1K | 1.41% | 16 |
|
|
2022
Q3 | $7.84M | Buy |
43,665
+2,734
| +7% | +$491K | 1.43% | 16 |
|
|
2022
Q2 | $7.72M | Buy |
40,931
+6,539
| +19% | +$1.23M | 1.31% | 17 |
|
|
2022
Q1 | $7.83M | Buy |
34,392
+51
| +0.1% | +$11.6K | 1.22% | 20 |
|
|
2021
Q4 | $8.29M | Sell |
34,341
-3,655
| -10% | -$882K | 1.24% | 20 |
|
|
2021
Q3 | $8.44M | Buy |
37,996
+15,083
| +66% | +$3.35M | 1.35% | 18 |
|
|
2021
Q2 | $5.11M | Sell |
22,913
-261
| -1% | -$58.2K | 0.86% | 26 |
|
|
2021
Q1 | $4.79M | Buy |
23,174
+808
| +4% | +$167K | 0.93% | 25 |
|
|
2020
Q4 | $4.35M | Sell |
22,366
-619
| -3% | -$120K | 0.92% | 23 |
|
|
2020
Q3 | $3.91M | Sell |
22,985
-606
| -3% | -$103K | 0.93% | 24 |
|
|
2020
Q2 | $3.69M | Buy |
23,591
+4,521
| +24% | +$708K | 0.87% | 21 |
|
|
2020
Q1 | $2.46M | Sell |
19,070
-8,583
| -31% | -$1.11M | 0.73% | 26 |
|
|
2019
Q4 | $4.52M | Buy |
27,653
+9,735
| +54% | +$1.59M | 1.13% | 16 |
|
|
2019
Q3 | $2.71M | Sell |
17,918
-207
| -1% | -$31.3K | 0.81% | 18 |
|
|
2019
Q2 | $2.72M | Buy |
18,125
+8,211
| +83% | +$1.23M | 0.89% | 15 |
|
|
2019
Q1 | $1.43M | Sell |
9,914
-223
| -2% | -$32.3K | 0.52% | 48 |
|
|
2018
Q4 | $1.29M | Sell |
10,137
-1,359
| -12% | -$173K | 0.52% | 49 |
|
|
2018
Q3 | $1.72M | Buy |
11,496
+3,264
| +40% | +$489K | 0.57% | 39 |
|
|
2018
Q2 | $1.19M | Sell |
8,232
-7,010
| -46% | -$1.02M | 0.42% | 62 |
|
|
2018
Q1 | $2.07M | Buy |
+15,242
| New | +$2.07M | 0.63% | 35 |
|