Chicago Partners Investment Group’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Buy |
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|
2025
Q1 | $23.4M | Sell |
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|
2024
Q4 | $35.7M | Buy |
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|
2024
Q3 | $20.6M | Buy |
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|
2024
Q2 | $18.8M | Buy |
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|
2024
Q1 | $15.6M | Buy |
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|
2023
Q4 | $13.5M | Buy |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $10.5M | Buy |
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|
2023
Q1 | $8.64M | Buy |
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|
2022
Q4 | $6.51M | Buy |
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|
2022
Q3 | $5.21M | Buy |
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|
2022
Q2 | $5.38M | Sell |
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|
2022
Q1 | $5.21M | Buy |
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|
2021
Q4 | $5.58M | Buy |
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|
2021
Q3 | $5.61M | Buy |
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|
2021
Q2 | $4.57M | Buy |
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|
2021
Q1 | $4.23M | Buy |
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|
2020
Q4 | $3.77M | Buy |
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|
2020
Q3 | $996K | Sell |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $939K | Buy |
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|
2019
Q4 | $803K | Buy |
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|
2019
Q3 | $465K | Sell |
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|
2019
Q2 | $478K | Sell |
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|
2019
Q1 | $542K | Buy |
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|
2018
Q4 | $478K | Sell |
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|
2018
Q3 | $1.13M | Buy |
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|
2018
Q2 | $255K | Buy |
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|
2018
Q1 | $182K | Buy |
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|
2017
Q4 | $183K | Buy |
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|
2017
Q3 | $173K | Buy |
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|
2017
Q2 | $73K | Sell |
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|
2017
Q1 | $108K | Buy |
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|
2016
Q4 | $103K | Hold |
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|
2016
Q3 | $99K | Buy |
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|
2016
Q2 | $95K | Hold |
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|
2016
Q1 | $93K | Sell |
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|
2015
Q4 | $138K | Buy |
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|
2015
Q3 | $91K | Buy |
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|
2015
Q2 | $90K | Sell |
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|
2015
Q1 | $90K | Buy |
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|
2014
Q4 | $89K | Buy |
|