CIA
Choate Investment Advisors’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 | $30M | Buy |
98,561
+1,860
| +2% | +$565K | 0.65% | 25 |
|
|
2025
Q1 | $26.6M | Sell |
96,701
-1,184
| -1% | -$325K | 0.66% | 28 |
|
|
2024
Q4 | $28.4M | Hold |
97,885
| – | – | 0.68% | 21 |
|
|
2024
Q3 | $27.7M | Hold |
97,885
| – | – | 0.71% | 20 |
|
|
2024
Q2 | $26.2M | Buy |
97,885
+174
| +0.2% | +$46.5K | 0.69% | 19 |
|
|
2024
Q1 | $25.4M | Buy |
97,711
+76,329
| +357% | +$19.8M | 0.68% | 18 |
|
|
2023
Q4 | $5.07M | Sell |
21,382
-12,044
| -36% | -$2.86M | 0.16% | 77 |
|
|
2023
Q3 | $7.1M | Buy |
33,426
+12,281
| +58% | +$2.61M | 0.28% | 37 |
|
|
2023
Q2 | $4.66M | Sell |
21,145
-60
| -0.3% | -$13.2K | 0.19% | 47 |
|
|
2023
Q1 | $4.33M | Sell |
21,205
-249
| -1% | -$50.8K | 0.21% | 46 |
|
|
2022
Q4 | $4.1M | Buy |
21,454
+2,934
| +16% | +$561K | 0.25% | 46 |
|
|
2022
Q3 | $3.32M | Sell |
18,520
-24
| -0.1% | -$4.31K | 0.22% | 47 |
|
|
2022
Q2 | $3.5M | Buy |
18,544
+2,243
| +14% | +$423K | 0.21% | 44 |
|
|
2022
Q1 | $3.71M | Buy |
16,301
+14
| +0.1% | +$3.19K | 0.2% | 47 |
|
|
2021
Q4 | $3.93M | Hold |
16,287
| – | – | 0.23% | 42 |
|
|
2021
Q3 | $3.62M | Hold |
16,287
| – | – | 0.23% | 43 |
|
|
2021
Q2 | $3.63M | Buy |
16,287
+403
| +3% | +$89.8K | 0.22% | 48 |
|
|
2021
Q1 | $3.28M | Buy |
15,884
+7,507
| +90% | +$1.55M | 0.2% | 47 |
|
|
2020
Q4 | $1.63M | Sell |
8,377
-1,806
| -18% | -$351K | 0.1% | 79 |
|
|
2020
Q3 | $1.73M | Buy |
10,183
+679
| +7% | +$116K | 0.11% | 74 |
|
|
2020
Q2 | $1.49M | Buy |
9,504
+307
| +3% | +$48.1K | 0.11% | 75 |
|
|
2020
Q1 | $1.19M | Buy |
9,197
+5,014
| +120% | +$647K | 0.09% | 90 |
|
|
2019
Q4 | $684K | Hold |
4,183
| – | – | 0.04% | 134 |
|
|
2019
Q3 | $632K | Buy |
4,183
+1,676
| +67% | +$253K | 0.04% | 139 |
|
|
2019
Q2 | $376K | Hold |
2,507
| – | – | 0.02% | 179 |
|
|
2019
Q1 | $363K | Hold |
2,507
| – | – | 0.02% | 183 |
|
|
2018
Q4 | $320K | Buy |
+2,507
| New | +$320K | 0.02% | 176 |
|
|
2018
Q3 | – | Sell |
-3,437
| Closed | -$483K | – | 225 |
|
|
2018
Q2 | $483K | Hold |
3,437
| – | – | 0.03% | 157 |
|
|
2018
Q1 | $466K | Sell |
3,437
-50
| -1% | -$6.79K | 0.03% | 169 |
|
|
2017
Q4 | $479K | Hold |
3,487
| – | – | 0.02% | 176 |
|
|
2017
Q3 | $452K | Hold |
3,487
| – | – | 0.02% | 178 |
|
|
2017
Q2 | $434K | Hold |
3,487
| – | – | 0.02% | 177 |
|
|
2017
Q1 | $423K | Buy |
3,487
+499
| +17% | +$60.5K | 0.02% | 177 |
|
|
2016
Q4 | $345K | Hold |
2,988
| – | – | 0.02% | 188 |
|
|
2016
Q3 | $333K | Sell |
2,988
-75
| -2% | -$8.35K | 0.02% | 186 |
|
|
2016
Q2 | $328K | Sell |
3,063
-198
| -6% | -$21.2K | 0.02% | 182 |
|
|
2016
Q1 | $342K | Buy |
+3,261
| New | +$342K | 0.02% | 187 |
|
|
2015
Q4 | – | Sell |
-2,267
| Closed | -$224K | – | 286 |
|
|
2015
Q3 | $224K | Buy |
+2,267
| New | +$224K | 0.02% | 231 |
|