Crewe Advisors’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 | $3.97M | Sell |
13,056
-2,471
| -16% | -$751K | 0.56% | 34 |
|
|
2025
Q1 | $4.27M | Sell |
15,527
-4
| -0% | -$1.1K | 0.6% | 27 |
|
|
2024
Q4 | $4.5M | Buy |
15,531
+216
| +1% | +$62.6K | 0.62% | 27 |
|
|
2024
Q3 | $4.34M | Buy |
15,315
+4,382
| +40% | +$1.24M | 0.5% | 28 |
|
|
2024
Q2 | $2.92M | Buy |
10,933
+164
| +2% | +$43.9K | 0.33% | 40 |
|
|
2024
Q1 | $2.8M | Buy |
10,769
+56
| +0.5% | +$14.6K | 0.33% | 40 |
|
|
2023
Q4 | $2.54M | Sell |
10,713
-714
| -6% | -$169K | 0.4% | 28 |
|
|
2023
Q3 | $2.43M | Buy |
11,427
+533
| +5% | +$113K | 0.42% | 26 |
|
|
2023
Q2 | $2.4M | Buy |
10,894
+1,407
| +15% | +$310K | 0.34% | 36 |
|
|
2023
Q1 | $1.94M | Sell |
9,487
-14,229
| -60% | -$2.9M | 0.28% | 40 |
|
|
2022
Q4 | $4.53M | Buy |
23,716
+19,007
| +404% | +$3.63M | 0.72% | 23 |
|
|
2022
Q3 | $845K | Buy |
4,709
+1,049
| +29% | +$188K | 0.15% | 49 |
|
|
2022
Q2 | $690K | Buy |
3,660
+122
| +3% | +$23K | 0.15% | 44 |
|
|
2022
Q1 | $805K | Buy |
3,538
+790
| +29% | +$180K | 0.16% | 35 |
|
|
2021
Q4 | $663K | Buy |
2,748
+49
| +2% | +$11.8K | 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% | -$68.7K | 0.21% | 32 |
|
|
2020
Q3 | $520K | Buy |
3,052
+229
| +8% | +$39K | 0.24% | 28 |
|
|
2020
Q2 | $442K | Hold |
2,823
| – | – | 0.22% | 30 |
|
|
2020
Q1 | $364K | Sell |
2,823
-222
| -7% | -$28.6K | 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% | +$51.5K | 0.15% | 37 |
|
|
2019
Q1 | $407K | Sell |
2,810
-627
| -18% | -$90.8K | 0.13% | 37 |
|
|
2018
Q4 | $439K | Buy |
3,437
+2,592
| +307% | +$331K | 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 | +$116K | 0.11% | 71 |
|