CCA
Checchi Capital Advisers’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 | $875K | Sell |
2,878
-89
| -3% | -$27.1K | 0.05% | 228 |
|
|
2025
Q1 | $816K | Buy |
2,967
+63
| +2% | +$17.3K | 0.04% | 239 |
|
|
2024
Q4 | $842K | Buy |
2,904
+29
| +1% | +$8.41K | 0.05% | 219 |
|
|
2024
Q3 | $814K | Sell |
2,875
-75
| -3% | -$21.2K | 0.05% | 225 |
|
|
2024
Q2 | $789K | Sell |
2,950
-296
| -9% | -$79.2K | 0.04% | 217 |
|
|
2024
Q1 | $844K | Hold |
3,246
| – | – | 0.07% | 221 |
|
|
2023
Q4 | $770K | Sell |
3,246
-2,953
| -48% | -$701K | 0.06% | 221 |
|
|
2023
Q3 | $1.32M | Buy |
6,199
+3,044
| +96% | +$647K | 0.12% | 140 |
|
|
2023
Q2 | $695K | Sell |
3,155
-37
| -1% | -$8.15K | 0.06% | 228 |
|
|
2023
Q1 | $652K | Buy |
3,192
+59
| +2% | +$12K | 0.06% | 220 |
|
|
2022
Q4 | $599K | Buy |
3,133
+128
| +4% | +$24.5K | 0.06% | 234 |
|
|
2022
Q3 | $539K | Hold |
3,005
| – | – | 0.05% | 242 |
|
|
2022
Q2 | $620K | Sell |
3,005
-30,075
| -91% | -$6.21M | 0.05% | 244 |
|
|
2022
Q1 | $7.53M | Buy |
33,080
+30,502
| +1,183% | +$6.94M | 0.64% | 30 |
|
|
2021
Q4 | $622K | Buy |
2,578
+12
| +0.5% | +$2.9K | 0.05% | 214 |
|
|
2021
Q3 | $570K | Sell |
2,566
-1,000
| -28% | -$222K | 0.06% | 214 |
|
|
2021
Q2 | $795K | Buy |
3,566
+868
| +32% | +$194K | 0.08% | 167 |
|
|
2021
Q1 | $558K | Buy |
2,698
+455
| +20% | +$94.1K | 0.06% | 218 |
|
|
2020
Q4 | $437K | Buy |
2,243
+705
| +46% | +$137K | 0.05% | 256 |
|
|
2020
Q3 | $262K | Sell |
1,538
-10
| -0.6% | -$1.7K | 0.03% | 328 |
|
|
2020
Q2 | $242K | Buy |
+1,548
| New | +$242K | 0.03% | 362 |
|
|
2020
Q1 | – | Sell |
-1,659
| Closed | -$271K | – | 457 |
|
|
2019
Q4 | $271K | Sell |
1,659
-1,480
| -47% | -$242K | 0.04% | 318 |
|
|
2019
Q3 | $474K | Buy |
3,139
+1,690
| +117% | +$255K | 0.06% | 195 |
|
|
2019
Q2 | $217K | Sell |
1,449
-134
| -8% | -$20.1K | 0.03% | 362 |
|
|
2019
Q1 | $229K | Buy |
+1,583
| New | +$229K | 0.03% | 344 |
|
|
2018
Q4 | – | Sell |
-1,723
| Closed | -$258K | – | 437 |
|
|
2018
Q3 | $258K | Buy |
1,723
+261
| +18% | +$39.1K | 0.03% | 342 |
|
|
2018
Q2 | $205K | Sell |
1,462
-43
| -3% | -$6.03K | 0.03% | 377 |
|
|
2018
Q1 | $204K | Buy |
+1,505
| New | +$204K | 0.03% | 371 |
|
|
2016
Q3 | – | Sell |
-1,077
| Closed | -$115K | – | 1189 |
|
|
2016
Q2 | $115K | Buy |
1,077
+904
| +523% | +$96.5K | 0.01% | 518 |
|
|
2016
Q1 | $18K | Buy |
+173
| New | +$18K | ﹤0.01% | 1163 |
|