Estate Counselors’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 | $1.36M | Sell |
4,467
-18,676
| -81% | -$5.68M | 0.13% | 57 |
|
|
2025
Q1 | $6.36M | Buy |
23,143
+14,437
| +166% | +$3.97M | 0.66% | 19 |
|
|
2024
Q4 | $2.52M | Buy |
8,706
+549
| +7% | +$159K | 0.27% | 45 |
|
|
2024
Q3 | $2.32M | Sell |
8,157
-6,042
| -43% | -$1.72M | 0.24% | 38 |
|
|
2024
Q2 | $3.79M | Sell |
14,199
-80
| -0.6% | -$21.3K | 0.41% | 26 |
|
|
2024
Q1 | $3.71M | Sell |
14,279
-305,210
| -96% | -$79.3M | 0.43% | 22 |
|
|
2023
Q4 | $75.8M | Buy |
319,489
+100,065
| +46% | +$23.7M | 9.36% | 1 |
|
|
2023
Q3 | $46.6M | Sell |
219,424
-740
| -0.3% | -$157K | 6.2% | 2 |
|
|
2023
Q2 | $48.5M | Buy |
220,164
+107,750
| +96% | +$23.7M | 6.14% | 2 |
|
|
2023
Q1 | $22.9M | Buy |
112,414
+5,994
| +6% | +$1.22M | 3.03% | 5 |
|
|
2022
Q4 | $20.3M | Sell |
106,420
-93,615
| -47% | -$17.9M | 2.85% | 10 |
|
|
2022
Q3 | $31.7M | Buy |
200,035
+72,995
| +57% | +$11.6M | 4.9% | 3 |
|
|
2022
Q2 | $24M | Sell |
127,040
-10,689
| -8% | -$2.02M | 3.57% | 5 |
|
|
2022
Q1 | $31.4M | Sell |
137,729
-176,320
| -56% | -$40.1M | 4.08% | 5 |
|
|
2021
Q4 | $75.8M | Buy |
314,049
+215
| +0.1% | +$51.9K | 9.21% | 2 |
|
|
2021
Q3 | $69.7M | Buy |
313,834
+32,120
| +11% | +$7.13M | 8.72% | 2 |
|
|
2021
Q2 | $62.8M | Buy |
281,714
+58,135
| +26% | +$13M | 8.22% | 1 |
|
|
2021
Q1 | $46.2M | Buy |
223,579
+13,400
| +6% | +$2.77M | 6.77% | 1 |
|
|
2020
Q4 | $40.9M | Buy |
210,179
+12,540
| +6% | +$2.44M | 6.15% | 2 |
|
|
2020
Q3 | $33.7M | Buy |
197,639
+62,467
| +46% | +$10.6M | 5.22% | 2 |
|
|
2020
Q2 | $21.2M | Sell |
135,172
-73,032
| -35% | -$11.4M | 3.38% | 4 |
|
|
2020
Q1 | $26.8M | Buy |
208,204
+44,400
| +27% | +$5.72M | 4.42% | 3 |
|
|
2019
Q4 | $26.8M | Buy |
163,804
+3,684
| +2% | +$603K | 3.94% | 3 |
|
|
2019
Q3 | $24.2M | Buy |
160,120
+200
| +0.1% | +$30.2K | 3.71% | 5 |
|
|
2019
Q2 | $24M | Buy |
159,920
+13,560
| +9% | +$2.04M | 3.75% | 5 |
|
|
2019
Q1 | $21.2M | Buy |
146,360
+53,905
| +58% | +$7.8M | 3.63% | 6 |
|
|
2018
Q4 | $11.8M | Buy |
92,455
+40,825
| +79% | +$5.21M | 2.38% | 13 |
|
|
2018
Q3 | $7.73M | Buy |
51,630
+49,900
| +2,884% | +$7.47M | 1.4% | 27 |
|
|
2018
Q2 | $243K | Sell |
1,730
-40
| -2% | -$5.62K | 0.05% | 62 |
|
|
2018
Q1 | $240K | Hold |
1,770
| – | – | 0.04% | 67 |
|
|
2017
Q4 | $243K | Sell |
1,770
-65
| -4% | -$8.92K | 0.05% | 59 |
|
|
2017
Q3 | $238K | Hold |
1,835
| – | – | 0.05% | 58 |
|
|
2017
Q2 | $228K | Sell |
1,835
-75
| -4% | -$9.32K | 0.05% | 58 |
|
|
2017
Q1 | $232K | Hold |
1,910
| – | – | 0.06% | 62 |
|
|
2016
Q4 | $220K | Sell |
1,910
-10
| -0.5% | -$1.15K | 0.06% | 68 |
|
|
2016
Q3 | $214K | Buy |
+1,920
| New | +$214K | 0.08% | 53 |
|
|
2015
Q4 | – | Sell |
-2,125
| Closed | -$209K | – | 72 |
|
|
2015
Q3 | $209K | Hold |
2,125
| – | – | 0.08% | 62 |
|
|
2015
Q2 | $227K | Sell |
2,125
-70
| -3% | -$7.48K | 0.08% | 50 |
|
|
2015
Q1 | $235K | Sell |
2,195
-150
| -6% | -$16.1K | 0.08% | 50 |
|
|
2014
Q4 | $249K | Sell |
2,345
-434
| -16% | -$46.1K | 0.09% | 54 |
|
|
2014
Q3 | $281K | Sell |
2,779
-70
| -2% | -$7.08K | 0.11% | 47 |
|
|
2014
Q2 | $290K | Sell |
2,849
-60
| -2% | -$6.11K | 0.11% | 45 |
|
|
2014
Q1 | $284K | Hold |
2,909
| – | – | 0.11% | 47 |
|
|
2013
Q4 | $279K | Sell |
2,909
-186
| -6% | -$17.8K | 0.12% | 49 |
|
|
2013
Q3 | $271K | Sell |
3,095
-665
| -18% | -$58.2K | 0.13% | 50 |
|
|
2013
Q2 | $312K | Buy |
+3,760
| New | +$312K | 0.16% | 51 |
|