D.B. Root & Company’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 | $4.84M | Sell |
15,924
-939
| -6% | -$285K | 1.43% | 16 |
|
|
2025
Q1 | $4.63M | Buy |
16,863
+243
| +1% | +$66.8K | 1.5% | 14 |
|
|
2024
Q4 | $4.82M | Buy |
16,620
+1,239
| +8% | +$359K | 1.53% | 15 |
|
|
2024
Q3 | $4.36M | Sell |
15,381
-307
| -2% | -$86.9K | 1.44% | 17 |
|
|
2024
Q2 | $4.2M | Sell |
15,688
-1,781
| -10% | -$476K | 1.43% | 18 |
|
|
2024
Q1 | $4.54M | Sell |
17,469
-22,255
| -56% | -$5.78M | 1.53% | 14 |
|
|
2023
Q4 | $9.42M | Sell |
39,724
-4,784
| -11% | -$1.13M | 3.42% | 5 |
|
|
2023
Q3 | $9.45M | Buy |
44,508
+216
| +0.5% | +$45.9K | 3.69% | 4 |
|
|
2023
Q2 | $9.76M | Sell |
44,292
-6,632
| -13% | -$1.46M | 3.69% | 4 |
|
|
2023
Q1 | $10.4M | Sell |
50,924
-3,862
| -7% | -$788K | 4.09% | 3 |
|
|
2022
Q4 | $10.5M | Sell |
54,786
-817
| -1% | -$156K | 4.43% | 3 |
|
|
2022
Q3 | $9.98M | Buy |
55,603
+299
| +0.5% | +$53.7K | 4.54% | 3 |
|
|
2022
Q2 | $10.4M | Buy |
55,304
+1,225
| +2% | +$231K | 4.47% | 3 |
|
|
2022
Q1 | $12.3M | Buy |
54,079
+765
| +1% | +$174K | 4.58% | 3 |
|
|
2021
Q4 | $12.9M | Sell |
53,314
-713
| -1% | -$172K | 4.64% | 3 |
|
|
2021
Q3 | $12M | Sell |
54,027
-2
| -0% | -$444 | 4.68% | 3 |
|
|
2021
Q2 | $12M | Sell |
54,029
-654
| -1% | -$146K | 4.5% | 3 |
|
|
2021
Q1 | $11.3M | Sell |
54,683
-1,616
| -3% | -$334K | 4.44% | 3 |
|
|
2020
Q4 | $11M | Sell |
56,299
-1,503
| -3% | -$293K | 4.37% | 3 |
|
|
2020
Q3 | $9.84M | Buy |
57,802
+1,294
| +2% | +$220K | 3.95% | 4 |
|
|
2020
Q2 | $8.85M | Sell |
56,508
-751
| -1% | -$118K | 3.84% | 4 |
|
|
2020
Q1 | $7.38M | Buy |
57,259
+8,327
| +17% | +$1.07M | 3.73% | 4 |
|
|
2019
Q4 | $8.01M | Buy |
48,932
+2,693
| +6% | +$441K | 3.53% | 4 |
|
|
2019
Q3 | $6.98M | Sell |
46,239
-42,246
| -48% | -$6.38M | 3.25% | 4 |
|
|
2019
Q2 | $13.3M | Sell |
88,485
-3,720
| -4% | -$558K | 5.88% | 3 |
|
|
2019
Q1 | $13.3M | Sell |
92,205
-1,024
| -1% | -$148K | 5.7% | 2 |
|
|
2018
Q4 | $11.9M | Buy |
93,229
+7,990
| +9% | +$1.02M | 5.92% | 1 |
|
|
2018
Q3 | $12.8M | Buy |
85,239
+3,285
| +4% | +$492K | 5.62% | 1 |
|
|
2018
Q2 | $11.5M | Buy |
81,954
+4,533
| +6% | +$637K | 5.43% | 1 |
|
|
2018
Q1 | $10.5M | Buy |
77,421
+16,454
| +27% | +$2.23M | 5.55% | 1 |
|
|
2017
Q4 | $8.37M | Buy |
+60,967
| New | +$8.37M | 7.17% | 1 |
|