Cerity Partners’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 | $508M | Buy |
1,671,202
+40,323
| +2% | +$12.3M | 0.91% | 18 |
|
|
2025
Q1 | $448M | Buy |
1,630,879
+56,878
| +4% | +$15.6M | 0.91% | 19 |
|
|
2024
Q4 | $456M | Buy |
1,574,001
+365,636
| +30% | +$106M | 0.99% | 14 |
|
|
2024
Q3 | $342M | Sell |
1,208,365
-234,494
| -16% | -$66.4M | 0.76% | 22 |
|
|
2024
Q2 | $386M | Buy |
1,442,859
+377,415
| +35% | +$101M | 1.02% | 15 |
|
|
2024
Q1 | $277M | Sell |
1,065,444
-4,444,686
| -81% | -$1.15B | 0.73% | 20 |
|
|
2023
Q4 | $243M | Buy |
5,510,130
+4,665,993
| +553% | +$206M | 0.8% | 17 |
|
|
2023
Q3 | $179M | Sell |
844,137
-71,747
| -8% | -$15.2M | 0.87% | 20 |
|
|
2023
Q2 | $202M | Buy |
915,884
+522,823
| +133% | +$115M | 0.79% | 20 |
|
|
2023
Q1 | $160M | Buy |
393,061
+193,617
| +97% | +$78.8M | 0.38% | 36 |
|
|
2022
Q4 | $55.6M | Buy |
199,444
+31,358
| +19% | +$8.74M | 0.36% | 67 |
|
|
2022
Q3 | $30.2M | Buy |
168,086
+9,986
| +6% | +$1.79M | 0.36% | 56 |
|
|
2022
Q2 | $29.8M | Buy |
158,100
+57,930
| +58% | +$10.9M | 0.33% | 63 |
|
|
2022
Q1 | $10.4M | Buy |
100,170
+17,463
| +21% | +$1.82M | 0.16% | 119 |
|
|
2021
Q4 | $14.5M | Buy |
82,707
+61,651
| +293% | +$10.8M | 0.22% | 90 |
|
|
2021
Q3 | $4.68M | Sell |
21,056
-284
| -1% | -$63.1K | 0.1% | 164 |
|
|
2021
Q2 | $4.76M | Buy |
21,340
+3,443
| +19% | +$767K | 0.1% | 163 |
|
|
2021
Q1 | $3.7M | Buy |
17,897
+5,301
| +42% | +$1.1M | 0.09% | 175 |
|
|
2020
Q4 | $2.45M | Buy |
12,596
+3,368
| +36% | +$656K | 0.08% | 186 |
|
|
2020
Q3 | $1.57M | Buy |
9,228
+100
| +1% | +$17K | 0.06% | 199 |
|
|
2020
Q2 | $1.43M | Sell |
9,128
-3,932
| -30% | -$616K | 0.08% | 164 |
|
|
2020
Q1 | $1.68M | Buy |
13,060
+3,617
| +38% | +$466K | 0.11% | 144 |
|
|
2019
Q4 | $1.55M | Buy |
9,443
+1,392
| +17% | +$228K | 0.08% | 186 |
|
|
2019
Q3 | $1.22M | Sell |
8,051
-872
| -10% | -$132K | 0.07% | 229 |
|
|
2019
Q2 | $1.34M | Sell |
8,923
-864
| -9% | -$130K | 0.08% | 196 |
|
|
2019
Q1 | $1.42M | Buy |
9,787
+2,089
| +27% | +$302K | 0.1% | 196 |
|
|
2018
Q4 | $983K | Buy |
7,698
+61
| +0.8% | +$7.79K | 0.07% | 229 |
|
|
2018
Q3 | $1.14M | Sell |
7,637
-150
| -2% | -$22.5K | 0.08% | 231 |
|
|
2018
Q2 | $1.09M | Buy |
7,787
+1,140
| +17% | +$160K | 0.08% | 230 |
|
|
2018
Q1 | $902K | Sell |
6,647
-282
| -4% | -$38.3K | 0.07% | 241 |
|
|
2017
Q4 | $951K | Sell |
6,929
-40
| -0.6% | -$5.49K | 0.06% | 243 |
|
|
2017
Q3 | $903K | Buy |
+6,969
| New | +$903K | 0.06% | 244 |
|
|
2017
Q2 | – | Sell |
-6,523
| Closed | -$791K | – | 441 |
|
|
2017
Q1 | $791K | Buy |
+6,523
| New | +$791K | 0.07% | 210 |
|