Cahill 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 | $2.32M | Buy |
7,633
+10
| +0.1% | +$3.04K | 0.29% | 60 |
|
2025
Q1 | $2.1M | Buy |
7,623
+214
| +3% | +$58.8K | 0.28% | 61 |
|
2024
Q4 | $2.15M | Sell |
7,409
-1,186
| -14% | -$344K | 0.29% | 66 |
|
2024
Q3 | $2.43M | Sell |
8,595
-70
| -0.8% | -$19.8K | 0.33% | 54 |
|
2024
Q2 | $2.32M | Buy |
8,665
+63
| +0.7% | +$16.9K | 0.32% | 61 |
|
2024
Q1 | $2.24M | Buy |
8,602
+1,392
| +19% | +$362K | 0.3% | 66 |
|
2023
Q4 | $1.71M | Sell |
7,210
-82
| -1% | -$19.5K | 0.25% | 80 |
|
2023
Q3 | $1.55M | Buy |
7,292
+98
| +1% | +$20.8K | 0.26% | 82 |
|
2023
Q2 | $1.58M | Buy |
7,194
+156
| +2% | +$34.4K | 0.26% | 85 |
|
2023
Q1 | $1.44M | Buy |
7,038
+9
| +0.1% | +$1.84K | 0.25% | 89 |
|
2022
Q4 | $1.34M | Buy |
7,029
+11
| +0.2% | +$2.1K | 0.26% | 94 |
|
2022
Q3 | $1.26M | Buy |
7,018
+9
| +0.1% | +$1.62K | 0.27% | 89 |
|
2022
Q2 | $1.32M | Buy |
7,009
+8
| +0.1% | +$1.51K | 0.28% | 83 |
|
2022
Q1 | $1.59M | Buy |
7,001
+7
| +0.1% | +$1.59K | 0.3% | 76 |
|
2021
Q4 | $1.69M | Buy |
6,994
+3,570
| +104% | +$862K | 0.33% | 71 |
|
2021
Q3 | $760K | Buy |
3,424
+3
| +0.1% | +$666 | 0.16% | 129 |
|
2021
Q2 | $762K | Buy |
3,421
+3
| +0.1% | +$668 | 0.17% | 114 |
|
2021
Q1 | $707K | Sell |
3,418
-2,384
| -41% | -$493K | 0.17% | 115 |
|
2020
Q4 | $1.13M | Buy |
5,802
+412
| +8% | +$80.2K | 0.28% | 75 |
|
2020
Q3 | $918K | Sell |
5,390
-2,261
| -30% | -$385K | 0.33% | 72 |
|
2020
Q2 | $1.2M | Buy |
7,651
+2,369
| +45% | +$371K | 0.46% | 54 |
|
2020
Q1 | $681K | Buy |
5,282
+2,274
| +76% | +$293K | 0.32% | 79 |
|
2019
Q4 | $493K | Buy |
3,008
+3
| +0.1% | +$492 | 0.18% | 106 |
|
2019
Q3 | $454K | Buy |
3,005
+2
| +0.1% | +$302 | 0.18% | 109 |
|
2019
Q2 | $451K | Buy |
3,003
+1
| +0% | +$150 | 0.18% | 105 |
|
2019
Q1 | $435K | Buy |
3,002
+3
| +0.1% | +$435 | 0.18% | 103 |
|
2018
Q4 | $383K | Buy |
2,999
+4
| +0.1% | +$511 | 0.19% | 107 |
|
2018
Q3 | $449K | Hold |
2,995
| – | – | 0.2% | 104 |
|
2018
Q2 | $421K | Buy |
2,995
+2
| +0.1% | +$281 | 0.19% | 108 |
|
2018
Q1 | $407K | Buy |
2,993
+1
| +0% | +$136 | 0.19% | 110 |
|
2017
Q4 | $411K | Buy |
2,992
+2
| +0.1% | +$275 | 0.21% | 104 |
|
2017
Q3 | $388K | Buy |
2,990
+2
| +0.1% | +$260 | 0.21% | 101 |
|
2017
Q2 | $372K | Buy |
+2,988
| New | +$372K | 0.21% | 102 |
|