Ballentine Partners’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 | $1.82B | Buy |
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|
2025
Q1 | $1.61B | Sell |
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|
2024
Q4 | $1.71B | Sell |
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|
2024
Q3 | $1.68B | Sell |
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|
2024
Q2 | $1.59B | Sell |
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|
2024
Q1 | $1.55B | Buy |
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|
2023
Q4 | $1.41B | Buy |
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|
2023
Q3 | $1.25B | Buy |
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|
2023
Q2 | $1.29B | Buy |
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|
2023
Q1 | $1.16B | Buy |
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|
2022
Q4 | $1.03B | Buy |
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|
2022
Q3 | $966M | Buy |
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|
2022
Q2 | $872M | Buy |
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|
2022
Q1 | $1.01B | Sell |
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|
2021
Q4 | $1.08B | Buy |
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|
2021
Q3 | $978M | Buy |
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|
2021
Q2 | $958M | Buy |
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|
2021
Q1 | $878M | Buy |
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|
2020
Q4 | $811M | Sell |
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|
2020
Q3 | $710M | Buy |
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|
2020
Q2 | $634M | Buy |
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|
2020
Q1 | $504M | Sell |
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|
2019
Q4 | $648M | Sell |
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|
2019
Q3 | $620M | Buy |
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|
2019
Q2 | $571M | Buy |
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|
2019
Q1 | $520M | Buy |
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|
2018
Q4 | $442M | Buy |
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|
2018
Q3 | $505M | Buy |
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|
2018
Q2 | $471M | Buy |
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|
2018
Q1 | $450M | Buy |
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|
2017
Q4 | $444M | Sell |
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|
2017
Q3 | $429M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $394M | Buy |
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|
2016
Q4 | $355M | Buy |
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|
2016
Q3 | $329M | Buy |
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|
2016
Q2 | $308M | Buy |
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|
2016
Q1 | $282M | Buy |
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|
2015
Q4 | $236M | Buy |
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|
2015
Q3 | $173M | Buy |
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|
2015
Q2 | $179M | Buy |
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|
2015
Q1 | $165M | Buy |
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|
2014
Q4 | $159M | Buy |
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|
2014
Q3 | $150M | Buy |
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|
2014
Q2 | $145M | Buy |
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|
2014
Q1 | $137M | Buy |
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|
2013
Q4 | $121M | Buy |
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|
2013
Q3 | $105M | Buy |
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|
2013
Q2 | $95.9M | Buy |
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