BFC
Bedel Financial Consulting’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Buy |
10,624
+361
| +4% | +$110K | 0.44% | 31 |
|
|
2025
Q1 | $2.82M | Sell |
10,263
-1,013
| -9% | -$279K | 0.4% | 29 |
|
|
2024
Q4 | $3.38M | Sell |
11,276
-592
| -5% | -$178K | 0.47% | 27 |
|
|
2024
Q3 | $3.36M | Buy |
11,868
+444
| +4% | +$126K | 0.47% | 25 |
|
|
2024
Q2 | $3.06M | Buy |
11,424
+84
| +0.7% | +$22.5K | 0.45% | 25 |
|
|
2024
Q1 | $2.95M | Buy |
11,340
+228
| +2% | +$59.3K | 0.46% | 24 |
|
|
2023
Q4 | $2.64M | Buy |
11,112
+1,670
| +18% | +$396K | 0.48% | 25 |
|
|
2023
Q3 | $2.01M | Buy |
9,442
+176
| +2% | +$37.4K | 0.41% | 30 |
|
|
2023
Q2 | $2.04M | Buy |
9,266
+105
| +1% | +$23.1K | 0.43% | 29 |
|
|
2023
Q1 | $1.87M | Sell |
9,161
-118
| -1% | -$24.1K | 0.46% | 29 |
|
|
2022
Q4 | $1.77M | Buy |
9,279
+61
| +0.7% | +$11.7K | 0.44% | 29 |
|
|
2022
Q3 | $1.76M | Buy |
9,218
+129
| +1% | +$24.6K | 0.47% | 26 |
|
|
2022
Q2 | $1.71M | Buy |
9,089
+264
| +3% | +$49.8K | 0.5% | 23 |
|
|
2022
Q1 | $2.01M | Buy |
8,825
+1,610
| +22% | +$367K | 0.63% | 16 |
|
|
2021
Q4 | $1.74M | Buy |
7,215
+399
| +6% | +$96.3K | 0.54% | 21 |
|
|
2021
Q3 | $1.51M | Buy |
6,816
+176
| +3% | +$39.1K | 0.52% | 23 |
|
|
2021
Q2 | $1.48M | Buy |
6,640
+845
| +15% | +$188K | 0.51% | 26 |
|
|
2021
Q1 | $1.2M | Buy |
5,795
+1
| +0% | +$207 | 0.46% | 28 |
|
|
2020
Q4 | $1.13M | Buy |
5,794
+165
| +3% | +$32.1K | 0.5% | 26 |
|
|
2020
Q3 | $959K | Buy |
5,629
+217
| +4% | +$37K | 0.48% | 29 |
|
|
2020
Q2 | $847K | Buy |
5,412
+13
| +0.2% | +$2.04K | 0.46% | 30 |
|
|
2020
Q1 | $696K | Hold |
5,399
| – | – | 0.46% | 30 |
|
|
2019
Q4 | $883K | Buy |
5,399
+26
| +0.5% | +$4.25K | 0.5% | 26 |
|
|
2019
Q3 | $811K | Buy |
5,373
+21
| +0.4% | +$3.17K | 0.49% | 33 |
|
|
2019
Q2 | $803K | Sell |
5,352
-20
| -0.4% | -$3K | 0.49% | 35 |
|
|
2019
Q1 | $777K | Sell |
5,372
-17
| -0.3% | -$2.46K | 0.5% | 32 |
|
|
2018
Q4 | $688K | Buy |
5,389
+26
| +0.5% | +$3.32K | 0.5% | 32 |
|
|
2018
Q3 | $771K | Sell |
5,363
-786
| -13% | -$113K | 0.51% | 32 |
|
|
2018
Q2 | $864K | Sell |
6,149
-1,481
| -19% | -$208K | 0.64% | 28 |
|
|
2018
Q1 | $1.04M | Buy |
7,630
+25
| +0.3% | +$3.39K | 0.79% | 24 |
|
|
2017
Q4 | $1.04M | Buy |
+7,605
| New | +$1.04M | 0.94% | 20 |
|