EP Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.2M | Buy |
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|
2025
Q1 | $53.7M | Buy |
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|
2024
Q4 | $54.5M | Buy |
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|
2024
Q3 | $52.7M | Buy |
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|
2024
Q2 | $44.9M | Buy |
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|
2024
Q1 | $41.3M | Buy |
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|
2023
Q4 | $32.2M | Buy |
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|
2023
Q3 | $24.3M | Buy |
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|
2023
Q2 | $22.2M | Sell |
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|
2023
Q1 | $9.92M | Sell |
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|
2022
Q4 | $16.1M | Buy |
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|
2022
Q3 | $14.7M | Sell |
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|
2022
Q2 | $16.4M | Sell |
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|
2022
Q1 | $24.9M | Buy |
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|
2021
Q4 | $19.8M | Buy |
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|
2021
Q3 | $17.6M | Sell |
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|
2021
Q2 | $18.6M | Buy |
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|
2021
Q1 | $16M | Buy |
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|
2020
Q4 | $14.3M | Sell |
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|
2020
Q3 | $14.5M | Sell |
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|
2020
Q2 | $17.4M | Sell |
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|
2020
Q1 | $17.8M | Sell |
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|
2019
Q4 | $24.4M | Sell |
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|
2019
Q3 | $28.2M | Buy |
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|
2019
Q2 | $1.7M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.31M | Buy |
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|
2018
Q3 | $1.51M | Buy |
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|
2018
Q2 | $500K | Buy |
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|
2018
Q1 | $420K | Sell |
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|
2017
Q4 | $476K | Buy |
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|
2017
Q3 | $395K | Sell |
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|
2017
Q2 | $426K | Sell |
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|
2017
Q1 | $439K | Buy |
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|
2016
Q4 | $220K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $356K | Sell |
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|
2015
Q2 | $489K | Buy |
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|
2015
Q1 | $474K | Buy |
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|
2014
Q4 | $339K | Sell |
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|
2014
Q3 | $448K | Buy |
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|
2014
Q2 | $302K | Sell |
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|
2014
Q1 | $322K | Buy |
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|
2013
Q4 | $210K | Buy |
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