Choate Investment Advisors’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 | $30M | Buy |
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|
2025
Q1 | $26.6M | Sell |
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|
2024
Q4 | $28.4M | Hold |
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|
2024
Q3 | $27.7M | Hold |
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|
2024
Q2 | $26.2M | Buy |
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|
2024
Q1 | $25.4M | Buy |
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|
2023
Q4 | $5.07M | Sell |
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|
2023
Q3 | $7.1M | Buy |
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|
2023
Q2 | $4.66M | Sell |
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|
2023
Q1 | $4.33M | Sell |
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q3 | $3.32M | Sell |
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|
2022
Q2 | $3.5M | Buy |
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|
2022
Q1 | $3.71M | Buy |
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|
2021
Q4 | $3.93M | Hold |
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|
2021
Q3 | $3.62M | Hold |
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|
2021
Q2 | $3.63M | Buy |
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|
2021
Q1 | $3.28M | Buy |
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|
2020
Q4 | $1.63M | Sell |
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|
2020
Q3 | $1.73M | Buy |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $1.19M | Buy |
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|
2019
Q4 | $684K | Hold |
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|
2019
Q3 | $632K | Buy |
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|
2019
Q2 | $376K | Hold |
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|
2019
Q1 | $363K | Hold |
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|
2018
Q4 | $320K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $483K | Hold |
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|
2018
Q1 | $466K | Sell |
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|
2017
Q4 | $479K | Hold |
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|
2017
Q3 | $452K | Hold |
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|
2017
Q2 | $434K | Hold |
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|
2017
Q1 | $423K | Buy |
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|
2016
Q4 | $345K | Hold |
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|
2016
Q3 | $333K | Sell |
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|
2016
Q2 | $328K | Sell |
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|
2016
Q1 | $342K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $224K | Buy |
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