Baltimore-Washington Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.62M	Buy	5,057 +514	+11%	+$172K	0.07%	77
2025 Q4	$1.52M	Buy	4,543 +213	+5%	+$70.9K	0.06%	80
2025 Q3	$1.42M	Sell	4,330 -371	-8%	-$117K	0.06%	87
2025 Q2	$1.43M	Sell	4,701 -945	-17%	-$266K	0.07%	85
2025 Q1	$1.55M	Buy	5,646 +1,311	+30%	+$381K	0.08%	79
2024 Q4	$1.26M	Sell	4,335 -180	-4%	-$52.5K	0.06%	87
2024 Q3	$1.28M	Sell	4,515 -307	-6%	-$83.7K	0.07%	87
2024 Q2	$1.29M	Buy	4,822 +2,669	+124%	+$691K	0.07%	88
2024 Q1	$560K	Sell	2,153 -288	-12%	-$71.3K	0.03%	100
2023 Q4	$579K	Sell	2,441 -45	-2%	-$9.95K	0.04%	103
2023 Q3	$528K	Buy	2,486 +997	+67%	+$221K	0.04%	108
2023 Q2	$328K	Buy	+1,489	New	+$311K	0.03%	116
2023 Q1	–	Sell	-1,439	Closed	-$275K	–	146
2022 Q4	$275K	Buy	+1,439	New	+$277K	0.03%	118
2021 Q3	–	Sell	-1,770	Closed	-$394K	–	136
2021 Q2	$394K	Buy	1,770 +292	+20%	+$63.4K	0.04%	99
2021 Q1	$305K	Buy	1,478 +383	+35%	+$77.5K	0.03%	105
2020 Q4	$213K	Buy	+1,095	New	+$200K	0.02%	119
2020 Q3	–	Sell	-1,378	Closed	-$215K	–	141
2020 Q2	$215K	Buy	+1,378	New	+$203K	0.03%	113
2016 Q2	–	Sell	-3,624	Closed	-$379K	–	83
2016 Q1	$379K	Sell	3,624 -203	-5%	-$20.1K	0.12%	76
2015 Q4	$399K	Buy	3,827 +367	+11%	+$38.7K	0.12%	81
2015 Q3	$341K	Sell	3,460 -1,698	-33%	-$178K	0.11%	88
2015 Q2	$552K	Sell	5,158 -727	-12%	-$79.3K	0.16%	81
2015 Q1	$631K	Buy	5,885 +472	+9%	+$50.4K	0.18%	80
2014 Q4	$574K	Buy	5,413 +3,365	+164%	+$348K	0.17%	84
2014 Q3	$207K	Sell	2,048 -120	-6%	-$12.3K	0.07%	97
2014 Q2	$221K	Buy	2,168 +240	+12%	+$23.7K	0.07%	107
2014 Q1	$188K	Buy	1,928 +424	+28%	+$40.6K	0.06%	96
2013 Q4	$144K	Buy	1,504 +927	+161%	+$85.3K	0.05%	117
2013 Q3	$51K	Sell	577 -33	-5%	-$2.87K	0.02%	116
2013 Q2	$50K	Buy	+610	New	+$50.6K	0.02%	104