Crewe Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Crewe Advisors’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.87M	Buy	15,190 +775	+5%	+$260K	0.42%	38
2025 Q4	$4.83M	Sell	14,415 -3	-0%	-$998	0.43%	36
2025 Q3	$4.73M	Buy	14,418 +1,362	+10%	+$430K	0.45%	37
2025 Q2	$3.97M	Sell	13,056 -2,471	-16%	-$695K	0.56%	34
2025 Q1	$4.27M	Sell	15,527 -4	-0%	-$1.16K	0.6%	27
2024 Q4	$4.5M	Buy	15,531 +216	+1%	+$63K	0.62%	27
2024 Q3	$4.34M	Buy	15,315 +4,382	+40%	+$1.2M	0.5%	28
2024 Q2	$2.92M	Buy	10,933 +164	+2%	+$42.4K	0.33%	40
2024 Q1	$2.8M	Buy	10,769 +56	+0.5%	+$13.9K	0.33%	40
2023 Q4	$2.54M	Sell	10,713 -714	-6%	-$158K	0.4%	28
2023 Q3	$2.43M	Buy	11,427 +533	+5%	+$118K	0.42%	26
2023 Q2	$2.4M	Buy	10,894 +1,407	+15%	+$293K	0.34%	36
2023 Q1	$1.94M	Sell	9,487 -14,229	-60%	-$2.85M	0.28%	40
2022 Q4	$4.53M	Buy	23,716 +19,007	+404%	+$3.66M	0.72%	23
2022 Q3	$845K	Buy	4,709 +1,049	+29%	+$209K	0.15%	49
2022 Q2	$690K	Buy	3,660 +122	+3%	+$25.1K	0.15%	44
2022 Q1	$805K	Buy	3,538 +790	+29%	+$178K	0.16%	35
2021 Q4	$663K	Buy	2,748 +49	+2%	+$11.6K	0.13%	38
2021 Q3	$599K	Hold	2,699	–	–	0.14%	34
2021 Q2	$601K	Hold	2,699	–	–	0.15%	34
2021 Q1	$558K	Hold	2,699	–	–	0.14%	33
2020 Q4	$525K	Sell	2,699 -353	-12%	-$64.5K	0.21%	32
2020 Q3	$520K	Buy	3,052 +229	+8%	+$38.5K	0.24%	28
2020 Q2	$442K	Hold	2,823	–	–	0.22%	30
2020 Q1	$364K	Sell	2,823 -222	-7%	-$34.3K	0.22%	29
2019 Q4	$498K	Hold	3,045	–	–	0.22%	32
2019 Q3	$460K	Sell	3,045 -108	-3%	-$16.3K	0.21%	29
2019 Q2	$473K	Buy	3,153 +343	+12%	+$50.5K	0.15%	37
2019 Q1	$407K	Sell	2,810 -627	-18%	-$87.5K	0.13%	37
2018 Q4	$439K	Buy	3,437 +2,592	+307%	+$358K	0.14%	35
2018 Q3	$126K	Hold	845	–	–	0.11%	74
2018 Q2	$119K	Hold	845	–	–	0.11%	72
2018 Q1	$115K	Hold	845	–	–	0.11%	72
2017 Q4	$116K	Buy	+845	New	+$113K	0.11%	71