DIA
Davidson 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 | $1.42M | Hold |
4,672
| – | – | 0.06% | 87 |
|
2025
Q1 | $1.28M | Buy |
4,672
+854
| +22% | +$235K | 0.06% | 87 |
|
2024
Q4 | $1.11M | Hold |
3,818
| – | – | 0.05% | 86 |
|
2024
Q3 | $1.08M | Hold |
3,818
| – | – | 0.05% | 86 |
|
2024
Q2 | $1.02M | Hold |
3,818
| – | – | 0.05% | 86 |
|
2024
Q1 | $992K | Sell |
3,818
-2,086
| -35% | -$542K | 0.05% | 87 |
|
2023
Q4 | $1.4M | Hold |
5,904
| – | – | 0.08% | 86 |
|
2023
Q3 | $1.25M | Hold |
5,904
| – | – | 0.08% | 86 |
|
2023
Q2 | $1.3M | Buy |
5,904
+2,086
| +55% | +$460K | 0.08% | 85 |
|
2023
Q1 | $779K | Hold |
3,818
| – | – | 0.05% | 88 |
|
2022
Q4 | $730K | Buy |
+3,818
| New | +$730K | 0.06% | 79 |
|