Capital Analysts LLC’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 | $10.1M | Buy |
33,258
+1,284
| +4% | +$390K | 0.34% | 71 |
|
|
2025
Q1 | $8.79M | Buy |
31,974
+9,062
| +40% | +$2.49M | 0.33% | 70 |
|
|
2024
Q4 | $6.64M | Sell |
22,912
-1,289
| -5% | -$374K | 0.27% | 76 |
|
|
2024
Q3 | $6.85M | Sell |
24,201
-6,307
| -21% | -$1.79M | 0.28% | 75 |
|
|
2024
Q2 | $8.16M | Buy |
30,508
+13,324
| +78% | +$3.56M | 0.36% | 70 |
|
|
2024
Q1 | $4.47M | Buy |
17,184
+1,000
| +6% | +$260K | 0.21% | 91 |
|
|
2023
Q4 | $3.84M | Buy |
16,184
+606
| +4% | +$144K | 0.19% | 99 |
|
|
2023
Q3 | $3.31M | Sell |
15,578
-1,275
| -8% | -$271K | 0.18% | 104 |
|
|
2023
Q2 | $3.71M | Buy |
16,853
+3,410
| +25% | +$751K | 0.21% | 97 |
|
|
2023
Q1 | $2.74M | Buy |
13,443
+88
| +0.7% | +$18K | 0.16% | 118 |
|
|
2022
Q4 | $2.55M | Buy |
13,355
+1,413
| +12% | +$270K | 0.16% | 128 |
|
|
2022
Q3 | $2.14M | Buy |
11,942
+1,122
| +10% | +$201K | 0.15% | 136 |
|
|
2022
Q2 | $2.04M | Buy |
10,820
+2,334
| +28% | +$440K | 0.14% | 145 |
|
|
2022
Q1 | $1.93M | Buy |
8,486
+48
| +0.6% | +$10.9K | 0.12% | 160 |
|
|
2021
Q4 | $2.04M | Sell |
8,438
-125
| -1% | -$30.2K | 0.12% | 158 |
|
|
2021
Q3 | $1.9M | Buy |
8,563
+211
| +3% | +$46.8K | 0.12% | 153 |
|
|
2021
Q2 | $1.86M | Buy |
8,352
+7,483
| +861% | +$1.67M | 0.13% | 158 |
|
|
2021
Q1 | $180K | Buy |
869
+325
| +60% | +$67.3K | 0.01% | 361 |
|
|
2020
Q4 | $106K | Buy |
544
+491
| +926% | +$95.7K | 0.01% | 302 |
|
|
2020
Q3 | $9K | Hold |
53
| – | – | ﹤0.01% | 601 |
|
|
2020
Q2 | $8K | Buy |
53
+1
| +2% | +$151 | ﹤0.01% | 574 |
|
|
2020
Q1 | $7K | Sell |
52
-1
| -2% | -$135 | ﹤0.01% | 560 |
|
|
2019
Q4 | $9K | Buy |
53
+1
| +2% | +$170 | ﹤0.01% | 566 |
|
|
2019
Q3 | $7K | Hold |
52
| – | – | ﹤0.01% | 587 |
|
|
2019
Q2 | $8K | Sell |
52
-58
| -53% | -$8.92K | ﹤0.01% | 554 |
|
|
2019
Q1 | $15K | Buy |
110
+85
| +340% | +$11.6K | ﹤0.01% | 470 |
|
|
2018
Q4 | $3K | Hold |
25
| – | – | ﹤0.01% | 539 |
|
|
2018
Q3 | $4K | Hold |
25
| – | – | ﹤0.01% | 499 |
|
|
2018
Q2 | $4K | Sell |
25
-50
| -67% | -$8K | ﹤0.01% | 530 |
|
|
2018
Q1 | $10K | Buy |
+75
| New | +$10K | ﹤0.01% | 447 |
|
|
2016
Q2 | – | Sell |
-31
| Closed | -$3.25K | – | 393 |
|
|
2016
Q1 | $3.25K | Sell |
31
-105
| -77% | -$11K | ﹤0.01% | 369 |
|
|
2015
Q4 | $14.2K | Buy |
+136
| New | +$14.2K | ﹤0.01% | 342 |
|
|
2015
Q1 | – | Sell |
-97
| Closed | -$10.3K | – | 412 |
|
|
2014
Q4 | $10.3K | Buy |
+97
| New | +$10.3K | ﹤0.01% | 347 |
|