Certified Advisory Corp’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 | $3.46M | Buy |
11,378
+2,647
| +30% | +$804K | 0.36% | 78 |
|
|
2025
Q1 | $2.4M | Sell |
8,731
-200
| -2% | -$55K | 0.27% | 97 |
|
|
2024
Q4 | $2.59M | Sell |
8,931
-39
| -0.4% | -$11.3K | 0.28% | 96 |
|
|
2024
Q3 | $2.54M | Buy |
8,970
+675
| +8% | +$191K | 0.28% | 94 |
|
|
2024
Q2 | $2.22M | Buy |
8,295
+154
| +2% | +$41.2K | 0.28% | 96 |
|
|
2024
Q1 | $2.12M | Buy |
8,141
+464
| +6% | +$121K | 0.3% | 94 |
|
|
2023
Q4 | $1.82M | Sell |
7,677
-484
| -6% | -$115K | 0.28% | 100 |
|
|
2023
Q3 | $1.73M | Buy |
8,161
+28
| +0.3% | +$5.95K | 0.32% | 90 |
|
|
2023
Q2 | $1.79M | Buy |
8,133
+541
| +7% | +$119K | 0.33% | 85 |
|
|
2023
Q1 | $1.55M | Sell |
7,592
-405
| -5% | -$82.7K | 0.28% | 95 |
|
|
2022
Q4 | $1.53M | Sell |
7,997
-19
| -0.2% | -$3.63K | 0.3% | 90 |
|
|
2022
Q3 | $1.44M | Buy |
8,016
+558
| +7% | +$100K | 0.33% | 84 |
|
|
2022
Q2 | $1.41M | Sell |
7,458
-6
| -0.1% | -$1.13K | 0.31% | 83 |
|
|
2022
Q1 | $1.7M | Buy |
7,464
+159
| +2% | +$36.2K | 0.36% | 79 |
|
|
2021
Q4 | $1.76M | Buy |
7,305
+272
| +4% | +$65.7K | 0.39% | 67 |
|
|
2021
Q3 | $1.56M | Buy |
7,033
+282
| +4% | +$62.6K | 0.38% | 66 |
|
|
2021
Q2 | $1.5M | Sell |
6,751
-261
| -4% | -$58.1K | 0.38% | 65 |
|
|
2021
Q1 | $1.45M | Buy |
+7,012
| New | +$1.45M | 0.38% | 65 |
|
|
2020
Q2 | $1.23M | Buy |
7,845
+724
| +10% | +$113K | 0.41% | 59 |
|
|
2020
Q1 | $918K | Buy |
7,121
+2,114
| +42% | +$273K | 0.36% | 67 |
|
|
2019
Q4 | $819K | Buy |
5,007
+12
| +0.2% | +$1.96K | 0.26% | 92 |
|
|
2019
Q3 | $754K | Sell |
4,995
-166
| -3% | -$25.1K | 0.26% | 88 |
|
|
2019
Q2 | $775K | Buy |
5,161
+513
| +11% | +$77K | 0.29% | 82 |
|
|
2019
Q1 | $673K | Sell |
4,648
-161
| -3% | -$23.3K | 0.28% | 83 |
|
|
2018
Q4 | $614K | Buy |
4,809
+2,051
| +74% | +$262K | 0.32% | 79 |
|
|
2018
Q3 | $413K | Sell |
2,758
-225
| -8% | -$33.7K | 0.19% | 100 |
|
|
2018
Q2 | $419K | Sell |
2,983
-520
| -15% | -$73K | 0.23% | 94 |
|
|
2018
Q1 | $475K | Buy |
3,503
+1,875
| +115% | +$254K | 0.28% | 86 |
|
|
2017
Q4 | $223K | Buy |
+1,628
| New | +$223K | 0.16% | 107 |
|