Envestnet Portfolio Solutions’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 | $176M | Sell |
579,864
-55,090
| -9% | -$16.7M | 0.65% | 31 |
|
|
2025
Q1 | $175M | Sell |
634,954
-327,579
| -34% | -$90M | 0.67% | 30 |
|
|
2024
Q4 | $279M | Sell |
962,533
-27,507
| -3% | -$7.97M | 0.91% | 25 |
|
|
2024
Q3 | $280M | Sell |
990,040
-30,057
| -3% | -$8.51M | 0.91% | 25 |
|
|
2024
Q2 | $273M | Sell |
1,020,097
-22,306
| -2% | -$5.97M | 0.95% | 23 |
|
|
2024
Q1 | $271M | Sell |
1,042,403
-29,483
| -3% | -$7.66M | 1.02% | 20 |
|
|
2023
Q4 | $254M | Buy |
1,071,886
+31,170
| +3% | +$7.39M | 1.06% | 20 |
|
|
2023
Q3 | $221M | Buy |
+1,040,716
| New | +$221M | 1.04% | 21 |
|