Coyle Financial Counsel’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 | $5.09M | Sell |
16,762
-316
| -2% | -$96K | 1.36% | 14 |
|
2025
Q1 | $4.69M | Buy |
17,078
+194
| +1% | +$53.3K | 1.43% | 14 |
|
2024
Q4 | $4.89M | Sell |
16,884
-120
| -0.7% | -$34.8K | 1.55% | 14 |
|
2024
Q3 | $4.55M | Buy |
17,004
+285
| +2% | +$76.2K | 1.59% | 14 |
|
2024
Q2 | $4.35M | Hold |
16,719
| – | – | 1.55% | 14 |
|
2024
Q1 | $4.35M | Buy |
16,719
+10
| +0.1% | +$2.6K | 1.55% | 14 |
|
2023
Q4 | $3.96M | Buy |
16,709
+320
| +2% | +$75.9K | 1.52% | 15 |
|
2023
Q3 | $3.48M | Sell |
16,389
-73
| -0.4% | -$15.5K | 1.46% | 15 |
|
2023
Q2 | $3.63M | Hold |
16,462
| – | – | 1.63% | 14 |
|
2023
Q1 | $3.36M | Buy |
16,462
+371
| +2% | +$75.7K | 1.55% | 15 |
|
2022
Q4 | $3.08M | Buy |
16,091
+1,287
| +9% | +$246K | 1.48% | 17 |
|
2022
Q3 | $2.66M | Sell |
14,804
-9,327
| -39% | -$1.67M | 1.77% | 13 |
|
2022
Q2 | $4.98M | Buy |
24,131
+13,055
| +118% | +$2.7M | 2.72% | 10 |
|
2022
Q1 | $2.52M | Buy |
11,076
+1,766
| +19% | +$402K | 1.35% | 16 |
|
2021
Q4 | $2.25M | Buy |
9,310
+1,880
| +25% | +$454K | 1.32% | 16 |
|
2021
Q3 | $1.65M | Buy |
7,430
+2,090
| +39% | +$464K | 0.96% | 28 |
|
2021
Q2 | $1.19M | Buy |
5,340
+2,765
| +107% | +$616K | 0.71% | 32 |
|
2021
Q1 | $532K | Buy |
2,575
+26
| +1% | +$5.37K | 0.37% | 40 |
|
2020
Q4 | $496K | Buy |
2,549
+18
| +0.7% | +$3.5K | 0.36% | 41 |
|
2020
Q3 | $431K | Sell |
2,531
-1,052
| -29% | -$179K | 0.36% | 41 |
|
2020
Q2 | $561K | Sell |
3,583
-620
| -15% | -$97.1K | 0.52% | 36 |
|
2020
Q1 | $542K | Sell |
4,203
-291
| -6% | -$37.5K | 0.68% | 32 |
|
2019
Q4 | $735K | Sell |
4,494
-1,173
| -21% | -$192K | 0.68% | 37 |
|
2019
Q3 | $856K | Buy |
5,667
+128
| +2% | +$19.3K | 0.87% | 33 |
|
2019
Q2 | $831K | Sell |
5,539
-681
| -11% | -$102K | 0.74% | 33 |
|
2019
Q1 | $900K | Buy |
6,220
+661
| +12% | +$95.6K | 0.87% | 27 |
|
2018
Q4 | $709K | Buy |
+5,559
| New | +$709K | 0.75% | 30 |
|
2018
Q3 | – | Sell |
-5,863
| Closed | -$823K | – | 298 |
|
2018
Q2 | $823K | Sell |
5,863
-667
| -10% | -$93.6K | 0.77% | 30 |
|
2018
Q1 | $886K | Sell |
6,530
-10,844
| -62% | -$1.47M | 0.92% | 28 |
|
2017
Q4 | $2.39M | Buy |
+17,374
| New | +$2.39M | 2.73% | 12 |
|
2017
Q2 | – | Sell |
-22,036
| Closed | -$2.67M | – | 43 |
|
2017
Q1 | $2.67M | Sell |
22,036
-8,013
| -27% | -$972K | 3.49% | 10 |
|
2016
Q4 | $3.47M | Buy |
30,049
+565
| +2% | +$65.2K | 7.47% | 3 |
|
2016
Q3 | $3.25M | Buy |
29,484
+1,179
| +4% | +$130K | 4.7% | 8 |
|
2016
Q2 | $3.03M | Buy |
28,305
+2,513
| +10% | +$269K | 4.38% | 7 |
|
2016
Q1 | $2.7M | Sell |
25,792
-29,769
| -54% | -$3.12M | 4.3% | 8 |
|
2015
Q4 | $5.8M | Buy |
55,561
+6,715
| +14% | +$700K | 5.68% | 6 |
|
2015
Q3 | $4.82M | Buy |
48,846
+19,680
| +67% | +$1.94M | 4.53% | 7 |
|
2015
Q2 | $3.12M | Sell |
29,166
-3,942
| -12% | -$422K | 3.5% | 10 |
|
2015
Q1 | $3.55M | Buy |
33,108
+9,748
| +42% | +$1.05M | 3.95% | 10 |
|
2014
Q4 | $2.48M | Buy |
23,360
+840
| +4% | +$89K | 2.99% | 10 |
|
2014
Q3 | $2.27M | Buy |
22,520
+5,551
| +33% | +$560K | 2.84% | 10 |
|
2014
Q2 | $1.73M | Sell |
16,969
-2,408
| -12% | -$245K | 2.37% | 16 |
|
2014
Q1 | $1.89M | Sell |
19,377
-216
| -1% | -$21.1K | 2.64% | 14 |
|
2013
Q4 | $1.88M | Buy |
+19,593
| New | +$1.88M | 2.6% | 15 |
|