Bartlett & Co Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bartlett & Co Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$49.3M	Buy	161,794 +10,293	+7%	+$3.14M	0.69%	46
2025 Q1	$41.6M	Buy	151,501 +3,691	+2%	+$1.01M	0.61%	49
2024 Q4	$42.8M	Sell	147,810 -1,556	-1%	-$451K	0.62%	47
2024 Q3	$42.4M	Buy	149,366 +2,394	+2%	+$680K	0.61%	50
2024 Q2	$39.5M	Buy	146,972 +1,931	+1%	+$518K	0.6%	47
2024 Q1	$37.7M	Sell	145,041 -7,824	-5%	-$2.03M	0.58%	52
2023 Q4	$36.4M	Buy	152,865 +403	+0.3%	+$96K	0.59%	50
2023 Q3	$32.4M	Buy	152,462 +194	+0.1%	+$41.2K	0.58%	52
2023 Q2	$33.5M	Buy	152,268 +1,594	+1%	+$351K	0.58%	50
2023 Q1	$30.8M	Sell	150,674 -10,648	-7%	-$2.17M	0.59%	51
2022 Q4	$30.8M	Buy	161,322 +36,730	+29%	+$7.02M	0.62%	49
2022 Q3	$22.4M	Buy	124,592 +7,440	+6%	+$1.34M	0.48%	60
2022 Q2	$22.1M	Sell	117,152 -1,198	-1%	-$226K	0.45%	60
2022 Q1	$26.9M	Sell	118,350 -202	-0.2%	-$46K	0.47%	58
2021 Q4	$28.6M	Buy	118,552 +3,312	+3%	+$800K	0.49%	61
2021 Q3	$25.6M	Buy	115,240 +6,337	+6%	+$1.41M	0.49%	62
2021 Q2	$24.3M	Buy	108,903 +264	+0.2%	+$58.8K	0.46%	62
2021 Q1	$22.5M	Sell	108,639 -3,425	-3%	-$708K	0.45%	63
2020 Q4	$21.8M	Sell	112,064 -15,222	-12%	-$2.96M	0.47%	64
2020 Q3	$21.7M	Buy	127,286 +833	+0.7%	+$142K	0.51%	57
2020 Q2	$19.8M	Sell	126,453 -2,774	-2%	-$434K	0.52%	58
2020 Q1	$16.7M	Sell	129,227 -6,151	-5%	-$793K	0.51%	60
2019 Q4	$22.2M	Buy	135,378 +843	+0.6%	+$138K	0.54%	55
2019 Q3	$20.3M	Buy	134,535 +74,776	+125%	+$11.3M	0.53%	56
2019 Q2	$8.97M	Sell	59,759 -909	-1%	-$136K	0.33%	68
2019 Q1	$8.78M	Sell	60,668 -8	-0%	-$1.16K	0.34%	69
2018 Q4	$7.74M	Sell	60,676 -11,549	-16%	-$1.47M	0.33%	69
2018 Q3	$10.9M	Sell	72,225 -3,551	-5%	-$534K	0.41%	68
2018 Q2	$10.6M	Buy	75,776 +98	+0.1%	+$13.8K	0.43%	63
2018 Q1	$10.3M	Buy	+75,678	New	+$10.3M	0.42%	67