EWM
Empirical Wealth Management’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 | $19.2M | Buy |
63,051
+481
| +0.8% | +$146K | 0.43% | 45 |
|
|
2025
Q1 | $17.2M | Buy |
62,570
+8,342
| +15% | +$2.29M | 0.44% | 42 |
|
|
2024
Q4 | $15.7M | Buy |
54,228
+2,034
| +4% | +$589K | 0.43% | 44 |
|
|
2024
Q3 | $14.8M | Sell |
52,194
-5,996
| -10% | -$1.7M | 0.41% | 49 |
|
|
2024
Q2 | $15.6M | Sell |
58,190
-3,052
| -5% | -$816K | 0.46% | 39 |
|
|
2024
Q1 | $15.9M | Buy |
61,242
+4,786
| +8% | +$1.24M | 0.48% | 37 |
|
|
2023
Q4 | $13.4M | Buy |
56,456
+5,693
| +11% | +$1.35M | 0.44% | 40 |
|
|
2023
Q3 | $10.8M | Buy |
50,763
+3,000
| +6% | +$637K | 0.42% | 50 |
|
|
2023
Q2 | $10.5M | Sell |
47,763
-3,053
| -6% | -$673K | 0.42% | 50 |
|
|
2023
Q1 | $10.4M | Buy |
50,816
+2,425
| +5% | +$495K | 0.45% | 44 |
|
|
2022
Q4 | $9.25M | Sell |
48,391
-3,739
| -7% | -$715K | 0.44% | 46 |
|
|
2022
Q3 | $9.36M | Buy |
52,130
+1,297
| +3% | +$233K | 0.49% | 40 |
|
|
2022
Q2 | $9.59M | Sell |
50,833
-2,240
| -4% | -$423K | 0.5% | 42 |
|
|
2022
Q1 | $12.1M | Buy |
53,073
+1,062
| +2% | +$242K | 0.6% | 34 |
|
|
2021
Q4 | $12.6M | Buy |
52,011
+7,041
| +16% | +$1.7M | 0.63% | 35 |
|
|
2021
Q3 | $9.99M | Buy |
44,970
+2,708
| +6% | +$601K | 0.57% | 35 |
|
|
2021
Q2 | $9.42M | Buy |
42,262
+12,404
| +42% | +$2.76M | 0.57% | 34 |
|
|
2021
Q1 | $6.17M | Sell |
29,858
-4,320
| -13% | -$893K | 0.49% | 38 |
|
|
2020
Q4 | $6.65M | Sell |
34,178
-5,435
| -14% | -$1.06M | 0.51% | 36 |
|
|
2020
Q3 | $6.75M | Buy |
39,613
+179
| +0.5% | +$30.5K | 0.58% | 35 |
|
|
2020
Q2 | $6.17M | Buy |
39,434
+100
| +0.3% | +$15.7K | 0.58% | 33 |
|
|
2020
Q1 | $5.07M | Buy |
39,334
+35
| +0.1% | +$4.51K | 0.55% | 33 |
|
|
2019
Q4 | $6.43M | Buy |
39,299
+2,706
| +7% | +$443K | 0.71% | 22 |
|
|
2019
Q3 | $5.53M | Sell |
36,593
-2,346
| -6% | -$354K | 0.67% | 26 |
|
|
2019
Q2 | $5.84M | Sell |
38,939
-722
| -2% | -$108K | 0.76% | 21 |
|
|
2019
Q1 | $5.74M | Sell |
39,661
-2,027
| -5% | -$293K | 0.83% | 21 |
|
|
2018
Q4 | $5.32M | Buy |
41,688
+1,063
| +3% | +$136K | 0.9% | 20 |
|
|
2018
Q3 | $6.08M | Buy |
40,625
+2,028
| +5% | +$304K | 1.08% | 16 |
|
|
2018
Q2 | $5.42M | Sell |
38,597
-122
| -0.3% | -$17.1K | 1.01% | 15 |
|
|
2018
Q1 | $5.26M | Sell |
38,719
-499
| -1% | -$67.7K | 1.04% | 15 |
|
|
2017
Q4 | $5.38M | Buy |
39,218
+1,462
| +4% | +$201K | 1.15% | 14 |
|
|
2017
Q3 | $4.89M | Sell |
37,756
-449
| -1% | -$58.2K | 1.13% | 14 |
|
|
2017
Q2 | $4.76M | Sell |
38,205
-600
| -2% | -$74.7K | 1.16% | 13 |
|
|
2017
Q1 | $4.71M | Buy |
38,805
+1,776
| +5% | +$215K | 1.17% | 13 |
|
|
2016
Q4 | $4.27M | Sell |
37,029
-532
| -1% | -$61.3K | 1.05% | 14 |
|
|
2016
Q3 | $4.18M | Buy |
37,561
+701
| +2% | +$78K | 1.09% | 14 |
|
|
2016
Q2 | $3.95M | Sell |
36,860
-2,539
| -6% | -$272K | 1.04% | 16 |
|
|
2016
Q1 | $4.13M | Sell |
39,399
-169
| -0.4% | -$17.7K | 1% | 14 |
|
|
2015
Q4 | $4.13M | Buy |
39,568
+984
| +3% | +$103K | 1% | 15 |
|
|
2015
Q3 | $3.81M | Sell |
38,584
-1,855
| -5% | -$183K | 0.9% | 18 |
|
|
2015
Q2 | $4.33M | Sell |
40,439
-372
| -0.9% | -$39.8K | 1.01% | 16 |
|
|
2015
Q1 | $4.38M | Sell |
40,811
-1,891
| -4% | -$203K | 1.05% | 16 |
|
|
2014
Q4 | $4.53M | Sell |
42,702
-2,149
| -5% | -$228K | 1.11% | 17 |
|
|
2014
Q3 | $4.54M | Sell |
44,851
-1,270
| -3% | -$129K | 1.1% | 17 |
|
|
2014
Q2 | $4.69M | Buy |
46,121
+35
| +0.1% | +$3.56K | 1.16% | 16 |
|
|
2014
Q1 | $4.49M | Sell |
46,086
-324
| -0.7% | -$31.6K | 1.18% | 15 |
|
|
2013
Q4 | $4.45M | Sell |
46,410
-1,644
| -3% | -$158K | 1.26% | 15 |
|
|
2013
Q3 | $4.21M | Sell |
48,054
-720
| -1% | -$63.1K | 1.32% | 15 |
|
|
2013
Q2 | $4.03M | Buy |
+48,774
| New | +$4.03M | 1.34% | 13 |
|