Destination Wealth Management’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 | $937K | Sell |
3,084
-634
| -17% | -$193K | 0.03% | 139 |
|
|
2025
Q1 | $1.02M | Buy |
3,718
+1,070
| +40% | +$294K | 0.03% | 131 |
|
|
2024
Q4 | $767K | Sell |
2,648
-595
| -18% | -$172K | 0.02% | 134 |
|
|
2024
Q3 | $918K | Sell |
3,243
-2,644
| -45% | -$749K | 0.03% | 126 |
|
|
2024
Q2 | $1.57M | Sell |
5,887
-896
| -13% | -$240K | 0.05% | 111 |
|
|
2024
Q1 | $1.76M | Buy |
6,783
+577
| +9% | +$150K | 0.06% | 111 |
|
|
2023
Q4 | $1.47M | Sell |
6,206
-114
| -2% | -$27K | 0.05% | 116 |
|
|
2023
Q3 | $1.34M | Buy |
6,320
+586
| +10% | +$124K | 0.05% | 111 |
|
|
2023
Q2 | $1.26M | Hold |
5,734
| – | – | 0.05% | 113 |
|
|
2023
Q1 | $1.17M | Sell |
5,734
-16
| -0.3% | -$3.27K | 0.04% | 115 |
|
|
2022
Q4 | $1.1M | Sell |
5,750
-796
| -12% | -$152K | 0.04% | 118 |
|
|
2022
Q3 | $1.18M | Buy |
6,546
+196
| +3% | +$35.2K | 0.05% | 115 |
|
|
2022
Q2 | $1.2M | Buy |
6,350
+5,211
| +458% | +$983K | 0.05% | 117 |
|
|
2022
Q1 | $259K | Sell |
1,139
-3,067
| -73% | -$697K | 0.01% | 180 |
|
|
2021
Q4 | $1.02M | Buy |
4,206
+2,745
| +188% | +$663K | 0.04% | 116 |
|
|
2021
Q3 | $324K | Sell |
1,461
-504
| -26% | -$112K | 0.01% | 147 |
|
|
2021
Q2 | $438K | Buy |
+1,965
| New | +$438K | 0.02% | 133 |
|
|
2019
Q3 | – | Sell |
-620
| Closed | -$93K | – | 501 |
|
|
2019
Q2 | $93K | Sell |
620
-229
| -27% | -$34.4K | 0.01% | 194 |
|
|
2019
Q1 | $123K | Sell |
849
-1,317
| -61% | -$191K | 0.01% | 171 |
|
|
2018
Q4 | $276K | Buy |
2,166
+983
| +83% | +$125K | 0.02% | 129 |
|
|
2018
Q3 | $177K | Buy |
1,183
+71
| +6% | +$10.6K | 0.01% | 160 |
|
|
2018
Q2 | $156K | Sell |
1,112
-264,594
| -100% | -$37.1M | 0.01% | 153 |
|
|
2018
Q1 | $12.8M | Buy |
265,706
+264,114
| +16,590% | +$12.8M | 0.78% | 38 |
|
|
2017
Q4 | $218K | Sell |
1,592
-79
| -5% | -$10.8K | 0.01% | 147 |
|
|
2017
Q3 | $216K | Sell |
1,671
-7,278
| -81% | -$941K | 0.01% | 146 |
|
|
2017
Q2 | $1.11M | Buy |
8,949
+932
| +12% | +$116K | 0.07% | 92 |
|
|
2017
Q1 | $973K | Sell |
8,017
-3,500
| -30% | -$425K | 0.07% | 93 |
|
|
2016
Q4 | $1.33M | Sell |
11,517
-2,844
| -20% | -$328K | 0.1% | 82 |
|
|
2016
Q3 | $1.6M | Buy |
14,361
+5,408
| +60% | +$602K | 0.12% | 77 |
|
|
2016
Q2 | $959K | Buy |
8,953
+6,957
| +349% | +$745K | 0.08% | 83 |
|
|
2016
Q1 | $208K | Hold |
1,996
| – | – | 0.02% | 123 |
|
|
2015
Q4 | $208K | Buy |
+1,996
| New | +$208K | 0.02% | 123 |
|
|
2015
Q3 | – | Sell |
-26,001
| Closed | -$2.78M | – | 221 |
|
|
2015
Q2 | $2.78M | Buy |
+26,001
| New | +$2.78M | 0.18% | 83 |
|
|
2014
Q4 | – | Sell |
-3,765
| Closed | -$381K | – | 127 |
|
|
2014
Q3 | $381K | Sell |
3,765
-1,551
| -29% | -$157K | 0.04% | 98 |
|
|
2014
Q2 | $541K | Buy |
+5,316
| New | +$541K | 0.06% | 80 |
|