CPIA
Cornell Pochily 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 | $2.04M | Buy |
6,707
+164
| +3% | +$49.8K | 0.67% | 44 |
|
|
2025
Q1 | $1.8M | Buy |
6,543
+823
| +14% | +$226K | 0.63% | 46 |
|
|
2024
Q4 | $1.66M | Buy |
5,720
+10
| +0.2% | +$2.9K | 0.58% | 48 |
|
|
2024
Q3 | $1.62M | Sell |
5,710
-84
| -1% | -$23.8K | 0.56% | 50 |
|
|
2024
Q2 | $1.55M | Sell |
5,794
-12
| -0.2% | -$3.21K | 0.59% | 46 |
|
|
2024
Q1 | $1.51M | Sell |
5,806
-84
| -1% | -$21.8K | 0.6% | 50 |
|
|
2023
Q4 | $1.4M | Sell |
5,890
-519
| -8% | -$123K | 0.58% | 51 |
|
|
2023
Q3 | $1.36M | Sell |
6,409
-4,524
| -41% | -$961K | 0.59% | 50 |
|
|
2023
Q2 | $2.41M | Sell |
10,933
-1,098
| -9% | -$242K | 0.99% | 25 |
|
|
2023
Q1 | $2.46M | Sell |
12,031
-18
| -0.1% | -$3.67K | 1.05% | 23 |
|
|
2022
Q4 | $2.3M | Sell |
12,049
-333
| -3% | -$63.7K | 1.03% | 22 |
|
|
2022
Q3 | $22.2M | Sell |
12,382
-37
| -0.3% | -$66.4K | 9.73% | 1 |
|
|
2022
Q2 | $2.34M | Sell |
12,419
-283
| -2% | -$53.4K | 1.05% | 24 |
|
|
2022
Q1 | $2.89M | Sell |
12,702
-75
| -0.6% | -$17.1K | 1.13% | 23 |
|
|
2021
Q4 | $3.09M | Sell |
12,777
-697
| -5% | -$168K | 1.2% | 21 |
|
|
2021
Q3 | $2.99M | Buy |
13,474
+163
| +1% | +$36.2K | 1.3% | 20 |
|
|
2021
Q2 | $2.97M | Buy |
13,311
+655
| +5% | +$146K | 1.3% | 20 |
|
|
2021
Q1 | $2.62M | Sell |
12,656
-13
| -0.1% | -$2.69K | 1.25% | 24 |
|
|
2020
Q4 | $2.47M | Buy |
12,669
+57
| +0.5% | +$11.1K | 1.19% | 24 |
|
|
2020
Q3 | $2.15M | Buy |
12,612
+4,278
| +51% | +$729K | 1.23% | 24 |
|
|
2020
Q2 | $1.3M | Buy |
8,334
+19
| +0.2% | +$2.97K | 0.81% | 35 |
|
|
2020
Q1 | $1.07M | Buy |
8,315
+257
| +3% | +$33.1K | 0.79% | 36 |
|
|
2019
Q4 | $1.32M | Sell |
8,058
-268
| -3% | -$43.8K | 0.79% | 36 |
|
|
2019
Q3 | $1.26M | Sell |
8,326
-1,760
| -17% | -$266K | 0.8% | 37 |
|
|
2019
Q2 | $1.51K | Buy |
10,086
+1,471
| +17% | +$221 | 0.38% | 38 |
|
|
2019
Q1 | $1.25M | Sell |
8,615
-1,933
| -18% | -$280K | 0.85% | 34 |
|
|
2018
Q4 | $1.35M | Buy |
10,548
+1,453
| +16% | +$185K | 0.87% | 33 |
|
|
2018
Q3 | $1.36M | Sell |
9,095
-305
| -3% | -$45.6K | 0.92% | 31 |
|
|
2018
Q2 | $1.32M | Buy |
9,400
+134
| +1% | +$18.8K | 0.91% | 30 |
|
|
2018
Q1 | $1.26M | Sell |
9,266
-343
| -4% | -$46.5K | 0.89% | 30 |
|
|
2017
Q4 | $1.32M | Buy |
+9,609
| New | +$1.32M | 0.85% | 33 |
|