Baron Silver Stevens Financial Advisors’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 | $44.1M | Buy |
145,235
+1,025
| +0.7% | +$312K | 7.07% | 4 |
|
|
2025
Q1 | $39.6M | Sell |
144,210
-8,093
| -5% | -$2.22M | 6.93% | 4 |
|
|
2024
Q4 | $44.1M | Buy |
152,303
+4,184
| +3% | +$1.21M | 7.49% | 4 |
|
|
2024
Q3 | $41.9M | Buy |
148,119
+1,880
| +1% | +$532K | 7.32% | 4 |
|
|
2024
Q2 | $39.1M | Sell |
146,239
-295
| -0.2% | -$78.9K | 7.42% | 4 |
|
|
2024
Q1 | $38.1M | Sell |
146,534
-2,389
| -2% | -$621K | 7.36% | 4 |
|
|
2023
Q4 | $35.3M | Sell |
148,923
-2,515
| -2% | -$597K | 7.41% | 4 |
|
|
2023
Q3 | $32.2M | Sell |
151,438
-4,195
| -3% | -$891K | 7.28% | 4 |
|
|
2023
Q2 | $34.3M | Buy |
155,633
+8,429
| +6% | +$1.86M | 7.52% | 4 |
|
|
2023
Q1 | $30M | Sell |
147,204
-12,319
| -8% | -$2.51M | 7.82% | 3 |
|
|
2022
Q4 | $30.5M | Buy |
159,523
+5,689
| +4% | +$1.09M | 7.5% | 4 |
|
|
2022
Q3 | $23 | Buy |
153,834
+2,590
| +2% | – | 0.01% | 95 |
|
|
2022
Q2 | $28.5M | Buy |
151,244
+1,249
| +0.8% | +$236K | 7.38% | 4 |
|
|
2022
Q1 | $34.1M | Buy |
149,995
+370
| +0.2% | +$84.2K | 8.01% | 4 |
|
|
2021
Q4 | $36.1M | Buy |
149,625
+1,462
| +1% | +$353K | 8.54% | 3 |
|
|
2021
Q3 | $32.9M | Buy |
148,163
+1,711
| +1% | +$380K | 8.77% | 3 |
|
|
2021
Q2 | $32.6M | Buy |
+146,452
| New | +$32.6M | 8.85% | 4 |
|
|
2021
Q1 | – | Sell |
-140,338
| Closed | -$27.3M | – | 468 |
|
|
2020
Q4 | $27.3M | Buy |
+140,338
| New | +$27.3M | 9.35% | 4 |
|