EA
Efficient 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 | $117M | Buy |
383,864
+14,412
| +4% | +$4.38M | 6.95% | 2 |
|
|
2025
Q1 | $102M | Sell |
369,452
-2,525
| -0.7% | -$694K | 6.61% | 3 |
|
|
2024
Q4 | $108M | Sell |
371,977
-14,414
| -4% | -$4.18M | 6.94% | 2 |
|
|
2024
Q3 | $109M | Sell |
386,391
-9,847
| -2% | -$2.79M | 6.86% | 2 |
|
|
2024
Q2 | $106M | Buy |
396,238
+494
| +0.1% | +$132K | 6.88% | 2 |
|
|
2024
Q1 | $103M | Sell |
395,744
-4,955
| -1% | -$1.29M | 6.6% | 2 |
|
|
2023
Q4 | $95.1M | Sell |
400,699
-42,871
| -10% | -$10.2M | 6.42% | 2 |
|
|
2023
Q3 | $94.2M | Sell |
443,570
-7,043
| -2% | -$1.5M | 6.38% | 4 |
|
|
2023
Q2 | $99.3M | Buy |
450,613
+46,535
| +12% | +$10.3M | 6.48% | 4 |
|
|
2023
Q1 | $82.5M | Buy |
404,078
+20,967
| +5% | +$4.28M | 5.75% | 5 |
|
|
2022
Q4 | $73.2M | Buy |
383,111
+21,887
| +6% | +$4.18M | 7.44% | 4 |
|
|
2022
Q3 | $64.8M | Sell |
361,224
-407
| -0.1% | -$73K | 5.65% | 7 |
|
|
2022
Q2 | $68.2M | Buy |
361,631
+30,462
| +9% | +$5.75M | 5.69% | 8 |
|
|
2022
Q1 | $75.4M | Buy |
331,169
+5,907
| +2% | +$1.34M | 5.75% | 7 |
|
|
2021
Q4 | $78.5M | Buy |
325,262
+114,598
| +54% | +$27.7M | 5.57% | 7 |
|
|
2021
Q3 | $46.8M | Buy |
210,664
+95,994
| +84% | +$21.3M | 4.47% | 8 |
|
|
2021
Q2 | $25.6M | Buy |
114,670
+17,882
| +18% | +$3.98M | 3.17% | 12 |
|
|
2021
Q1 | $20M | Buy |
96,788
+43,514
| +82% | +$8.99M | 2.74% | 13 |
|
|
2020
Q4 | $10.4M | Buy |
53,274
+42,440
| +392% | +$8.26M | 1.58% | 18 |
|
|
2020
Q3 | $1.85M | Sell |
10,834
-508
| -4% | -$86.5K | 0.34% | 24 |
|
|
2020
Q2 | $1.78M | Sell |
11,342
-353
| -3% | -$55.2K | 0.33% | 25 |
|
|
2020
Q1 | $1.51M | Sell |
11,695
-1,091
| -9% | -$141K | 0.32% | 26 |
|
|
2019
Q4 | $2.09M | Sell |
12,786
-1,420
| -10% | -$232K | 0.36% | 25 |
|
|
2019
Q3 | $2.15M | Sell |
14,206
-2,828
| -17% | -$427K | 0.39% | 25 |
|
|
2019
Q2 | $2.56M | Sell |
17,034
-833
| -5% | -$125K | 0.45% | 24 |
|
|
2019
Q1 | $2.59M | Sell |
17,867
-493
| -3% | -$71.3K | 0.45% | 23 |
|
|
2018
Q4 | $2.34M | Sell |
18,360
-400
| -2% | -$51K | 0.44% | 24 |
|
|
2018
Q3 | $2.81M | Sell |
18,760
-357
| -2% | -$53.4K | 0.48% | 23 |
|
|
2018
Q2 | $2.69M | Buy |
19,117
+172
| +0.9% | +$24.2K | 0.46% | 23 |
|
|
2018
Q1 | $2.57M | Buy |
18,945
+263
| +1% | +$35.7K | 0.43% | 23 |
|
|
2017
Q4 | $2.56M | Sell |
18,682
-424
| -2% | -$58.2K | 0.43% | 23 |
|
|
2017
Q3 | $2.48M | Sell |
19,106
-496
| -3% | -$64.3K | 0.43% | 23 |
|
|
2017
Q2 | $2.44M | Sell |
19,602
-2,700
| -12% | -$336K | 0.36% | 29 |
|
|
2017
Q1 | $2.71M | Sell |
22,302
-291
| -1% | -$35.3K | 0.38% | 31 |
|
|
2016
Q4 | $2.61M | Sell |
22,593
-745
| -3% | -$85.9K | 0.37% | 31 |
|
|
2016
Q3 | $2.6M | Sell |
23,338
-16,801
| -42% | -$1.87M | 0.38% | 31 |
|
|
2016
Q2 | $4.3M | Buy |
40,139
+18,883
| +89% | +$2.02M | 0.68% | 29 |
|
|
2016
Q1 | $2.23M | Buy |
21,256
+1,262
| +6% | +$132K | 0.4% | 29 |
|
|
2015
Q4 | $2.09M | Buy |
19,994
+996
| +5% | +$104K | 0.45% | 20 |
|
|
2015
Q3 | $1.88M | Buy |
18,998
+226
| +1% | +$22.3K | 0.42% | 20 |
|
|
2015
Q2 | $2.01M | Buy |
18,772
+454
| +2% | +$48.6K | 0.42% | 20 |
|
|
2015
Q1 | $1.97M | Buy |
18,318
+1,033
| +6% | +$111K | 0.42% | 16 |
|
|
2014
Q4 | $1.83M | Buy |
17,285
+1,155
| +7% | +$122K | 0.42% | 16 |
|
|
2014
Q3 | $1.63M | Buy |
16,130
+1,645
| +11% | +$167K | 0.38% | 16 |
|
|
2014
Q2 | $1.47M | Buy |
+14,485
| New | +$1.47M | 0.34% | 16 |
|