Chesley Taft & Associates’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 | $8.88M | Sell |
29,212
-584
| -2% | -$177K | 0.4% | 61 |
|
|
2025
Q1 | $8.19M | Sell |
29,796
-81
| -0.3% | -$22.3K | 0.4% | 62 |
|
|
2024
Q4 | $8.66M | Sell |
29,877
-1,061
| -3% | -$307K | 0.4% | 59 |
|
|
2024
Q3 | $8.76M | Sell |
30,938
-587
| -2% | -$166K | 0.42% | 60 |
|
|
2024
Q2 | $8.43M | Buy |
31,525
+476
| +2% | +$127K | 0.42% | 60 |
|
|
2024
Q1 | $8.07M | Sell |
31,049
-1,272
| -4% | -$331K | 0.41% | 60 |
|
|
2023
Q4 | $7.67M | Buy |
32,321
+5,055
| +19% | +$1.2M | 0.43% | 58 |
|
|
2023
Q3 | $5.79M | Sell |
27,266
-423
| -2% | -$89.8K | 0.38% | 66 |
|
|
2023
Q2 | $6.1M | Sell |
27,689
-1,629
| -6% | -$359K | 0.37% | 67 |
|
|
2023
Q1 | $5.98M | Buy |
29,318
+1,126
| +4% | +$230K | 0.39% | 69 |
|
|
2022
Q4 | $5.39M | Buy |
28,192
+2,269
| +9% | +$434K | 0.37% | 69 |
|
|
2022
Q3 | $4.65M | Buy |
25,923
+1,869
| +8% | +$335K | 0.34% | 75 |
|
|
2022
Q2 | $4.54M | Buy |
24,054
+341
| +1% | +$64.3K | 0.31% | 79 |
|
|
2022
Q1 | $5.23M | Buy |
23,713
+643
| +3% | +$142K | 0.31% | 75 |
|
|
2021
Q4 | $5.57M | Buy |
23,070
+221
| +1% | +$53.4K | 0.29% | 82 |
|
|
2021
Q3 | $5.07M | Buy |
22,849
+263
| +1% | +$58.4K | 0.29% | 80 |
|
|
2021
Q2 | $5.03M | Buy |
22,586
+387
| +2% | +$86.2K | 0.29% | 82 |
|
|
2021
Q1 | $4.7M | Buy |
22,199
+818
| +4% | +$173K | 0.28% | 79 |
|
|
2020
Q4 | $4.16M | Buy |
21,381
+23
| +0.1% | +$4.48K | 0.27% | 85 |
|
|
2020
Q3 | $3.64M | Sell |
21,358
-290
| -1% | -$49.4K | 0.26% | 86 |
|
|
2020
Q2 | $3.39M | Sell |
21,648
-131
| -0.6% | -$20.5K | 0.26% | 86 |
|
|
2020
Q1 | $2.81M | Buy |
21,779
+634
| +3% | +$81.7K | 0.26% | 85 |
|
|
2019
Q4 | $3.46M | Sell |
21,145
-1,220
| -5% | -$200K | 0.25% | 84 |
|
|
2019
Q3 | $3.38M | Buy |
22,365
+586
| +3% | +$88.5K | 0.26% | 82 |
|
|
2019
Q2 | $3.27M | Buy |
21,779
+135
| +0.6% | +$20.3K | 0.26% | 80 |
|
|
2019
Q1 | $3.13M | Buy |
21,644
+674
| +3% | +$97.5K | 0.26% | 80 |
|
|
2018
Q4 | $2.68M | Buy |
20,970
+45
| +0.2% | +$5.74K | 0.26% | 84 |
|
|
2018
Q3 | $3.13M | Sell |
20,925
-1,147
| -5% | -$172K | 0.25% | 89 |
|
|
2018
Q2 | $3.1M | Buy |
22,072
+815
| +4% | +$114K | 0.27% | 89 |
|
|
2018
Q1 | $2.89M | Sell |
21,257
-3,143
| -13% | -$427K | 0.26% | 92 |
|
|
2017
Q4 | $3.35M | Sell |
24,400
-870
| -3% | -$119K | 0.28% | 88 |
|
|
2017
Q3 | $3.27M | Sell |
25,270
-265
| -1% | -$34.3K | 0.28% | 90 |
|
|
2017
Q2 | $3.18M | Buy |
25,535
+184
| +0.7% | +$22.9K | 0.29% | 88 |
|
|
2017
Q1 | $3.08M | Buy |
25,351
+133
| +0.5% | +$16.1K | 0.29% | 85 |
|
|
2016
Q4 | $2.91M | Buy |
25,218
+3,928
| +18% | +$453K | 0.29% | 87 |
|
|
2016
Q3 | $2.37M | Buy |
21,290
+325
| +2% | +$36.2K | 0.24% | 91 |
|
|
2016
Q2 | $2.25M | Sell |
20,965
-580
| -3% | -$62.2K | 0.23% | 96 |
|
|
2016
Q1 | $2.26M | Sell |
21,545
-2,435
| -10% | -$255K | 0.24% | 92 |
|
|
2015
Q4 | $2.5M | Sell |
23,980
-1,093
| -4% | -$114K | 0.26% | 95 |
|
|
2015
Q3 | $2.48M | Buy |
25,073
+848
| +4% | +$83.7K | 0.27% | 90 |
|
|
2015
Q2 | $2.59M | Buy |
24,225
+695
| +3% | +$74.4K | 0.26% | 94 |
|
|
2015
Q1 | $2.52M | Sell |
23,530
-772
| -3% | -$82.8K | 0.26% | 97 |
|
|
2014
Q4 | $2.58M | Sell |
24,302
-1,250
| -5% | -$132K | 0.26% | 96 |
|
|
2014
Q3 | $2.59M | Buy |
25,552
+1,550
| +6% | +$157K | 0.27% | 96 |
|
|
2014
Q2 | $2.44M | Sell |
24,002
-750
| -3% | -$76.3K | 0.25% | 99 |
|
|
2014
Q1 | $2.41M | Buy |
24,752
+683
| +3% | +$66.6K | 0.26% | 100 |
|
|
2013
Q4 | $2.31M | Buy |
24,069
+125
| +0.5% | +$12K | 0.23% | 112 |
|
|
2013
Q3 | $2.1M | Hold |
23,944
| – | – | 0.23% | 111 |
|
|
2013
Q2 | $1.98M | Buy |
+23,944
| New | +$1.98M | 0.23% | 106 |
|