Derby & Company’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
$7.36M Buy
33,138
+427
+1% +$97.4K 1.49% 16
2021
Q2
$7.29M Buy
32,711
+141
+0.4% +$30.6K 1.52% 15
2021
Q1
$6.73M Buy
32,570
+526
+2% +$106K 1.52% 15
2020
Q4
$6.24M Sell
32,044
-1,454
-4% -$266K 1.56% 16
2020
Q3
$5.71M Sell
33,498
-22
-0.1% -$3.7K 1.64% 15
2020
Q2
$5.25M Sell
33,520
-1,043
-3% -$154K 1.69% 15
2020
Q1
$4.46M Sell
34,563
-1,285
-4% -$199K 1.79% 14
2019
Q4
$5.87M Sell
35,848
-58
-0.2% -$9.09K 2.19% 13
2019
Q3
$5.42M Buy
35,906
+116
+0.3% +$17.5K 2.6% 10
2019
Q2
$5.37M Sell
35,790
-573
-2% -$84.4K 2.72% 9
2019
Q1
$5.26M Sell
36,363
-385
-1% -$53.7K 2.85% 9
2018
Q4
$4.69M Buy
36,748
+10,607
+41% +$1.46M 2.95% 8
2018
Q3
$3.91M Sell
26,141
-19
-0.1% -$2.8K 2.32% 10
2018
Q2
$3.67M Sell
26,160
-480
-2% -$67K 2.23% 10
2018
Q1
$3.62M Buy
26,640
+2,557
+11% +$359K 2.36% 10
2017
Q4
$3.31M Buy
+24,083
New +$3.22M 2.22% 10

Other funds holding VTI