Aveo Capital Partners’s Vanguard Morningstar 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 | – | Sell |
-1,919
| Closed | -$530K | – | 159 |
|
|
2025
Q1 | $530K | Sell |
1,919
-2,405
| -56% | -$699K | 0.09% | 106 |
|
|
2024
Q4 | $1.25M | Sell |
4,324
-1
| -0% | -$292 | 0.14% | 114 |
|
|
2024
Q3 | $1.22M | Sell |
4,325
-14
| -0.3% | -$3.82K | 0.13% | 116 |
|
|
2024
Q2 | $1.16M | Sell |
4,339
-8,968
| -67% | -$2.32M | 0.13% | 116 |
|
|
2024
Q1 | $3.37M | Sell |
13,307
-940
| -7% | -$233K | 0.37% | 76 |
|
|
2023
Q4 | $3.38M | Buy |
14,247
+4,355
| +44% | +$963K | 0.41% | 76 |
|
|
2023
Q3 | $2.1M | Sell |
9,892
-196
| -2% | -$43.4K | 0.28% | 88 |
|
|
2023
Q2 | $2.22M | Sell |
10,088
-937
| -8% | -$195K | 0.28% | 84 |
|
|
2023
Q1 | $2.25M | Buy |
11,025
+45
| +0.4% | +$9.01K | 0.3% | 78 |
|
|
2022
Q4 | $2.1M | Sell |
10,980
-191
| -2% | -$36.8K | 0.32% | 76 |
|
|
2022
Q3 | $2M | Sell |
11,171
-399
| -3% | -$79.5K | 0.35% | 69 |
|
|
2022
Q2 | $2.18M | Sell |
11,570
-281
| -2% | -$57.7K | 0.36% | 71 |
|
|
2022
Q1 | $2.7M | Sell |
11,851
-177
| -1% | -$39.8K | 0.48% | 59 |
|
|
2021
Q4 | $2.9M | Buy |
12,028
+210
| +2% | +$49.6K | 0.52% | 59 |
|
|
2021
Q3 | $2.62M | Sell |
11,818
-1,119
| -9% | -$255K | 0.55% | 55 |
|
|
2021
Q2 | $2.88M | Buy |
12,937
+435
| +3% | +$94.4K | 0.64% | 51 |
|
|
2021
Q1 | $2.58M | Buy |
+12,502
| New | +$2.53M | 0.65% | 47 |
|
|
2020
Q4 | – | Sell |
-12,806
| Closed | -$2.18M | – | 181 |
|
|
2020
Q3 | $2.18M | Buy |
+12,806
| New | +$2.15M | 0.79% | 31 |
|
|
2020
Q2 | – | Sell |
-13,940
| Closed | -$1.8M | – | 154 |
|
|
2020
Q1 | $1.8M | Buy |
13,940
+5,327
| +62% | +$824K | 0.87% | 29 |
|
|
2019
Q4 | $1.41M | Buy |
8,613
+72
| +0.8% | +$11.3K | 0.56% | 50 |
|
|
2019
Q3 | $1.34M | Buy |
8,541
+265
| +3% | +$39.9K | 0.55% | 55 |
|
|
2019
Q2 | $1.28M | Sell |
8,276
-4,493
| -35% | -$662K | 0.55% | 56 |
|
|
2019
Q1 | $1.85M | Sell |
12,769
-3,245
| -20% | -$453K | 0.85% | 30 |
|
|
2018
Q4 | $2.04M | Buy |
16,014
+2,569
| +19% | +$355K | 1.02% | 24 |
|
|
2018
Q3 | $1.89M | Sell |
13,445
-1,168
| -8% | -$172K | 0.85% | 31 |
|
|
2018
Q2 | $2.05M | Sell |
14,613
-10,035
| -41% | -$1.4M | 0.9% | 28 |
|
|
2018
Q1 | $3.35M | Sell |
24,648
-4,848
| -16% | -$680K | 1.4% | 12 |
|
|
2017
Q4 | $4.05M | Buy |
29,496
+5,011
| +20% | +$671K | 1.35% | 12 |
|
|
2017
Q3 | $3.17M | Sell |
24,485
-1,591
| -6% | -$201K | 1.09% | 12 |
|
|
2017
Q2 | $3.25M | Sell |
26,076
-28
| -0.1% | -$3.45K | 1.14% | 12 |
|
|
2017
Q1 | $3.17M | Sell |
26,104
-130,139
| -83% | -$15.6M | 1.16% | 11 |
|
|
2016
Q4 | $18M | Buy |
+156,243
| New | +$17.6M | 5.14% | 3 |
|
Other funds holding VTI
WI
AF
HWM
Aveo Capital Partners's VTI Position: Q2 2025 in Review
Aveo Capital Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 1,919 shares — an estimated $530K sold.
Aveo Capital Partners first reported a position in VTI in Q4 2016 and held it in 32 quarters. The position peaked at $18M in Q4 2016. 3,219 funds tracked by Wall St. Rank hold VTI as of Q2 2025.
- Aveo Capital Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
- Aveo Capital Partners sold 1,919 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $530K.
- Aveo Capital Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and held it in 32 quarters.
- Aveo Capital Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $18M in Q4 2016.
- 3,219 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.
Based on Aveo Capital Partners's 13F filing for Q2 2025.