EPP
ETF Portfolio Partners’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 | $66.8M | Buy |
219,671
+3,401
| +2% | +$1.03M | 18.5% | 1 |
|
|
2025
Q1 | $59.4M | Buy |
216,270
+3,313
| +2% | +$911K | 17.89% | 1 |
|
|
2024
Q4 | $61.7M | Sell |
212,957
-20,061
| -9% | -$5.81M | 18.53% | 1 |
|
|
2024
Q3 | $66M | Buy |
233,018
+10,891
| +5% | +$3.08M | 19.52% | 1 |
|
|
2024
Q2 | $59.4M | Buy |
222,127
+6,271
| +3% | +$1.68M | 18.6% | 1 |
|
|
2024
Q1 | $56.1M | Sell |
215,856
-1,481
| -0.7% | -$385K | 17.78% | 1 |
|
|
2023
Q4 | $51.6M | Sell |
217,337
-1,060
| -0.5% | -$251K | 17.28% | 1 |
|
|
2023
Q3 | $46.4M | Sell |
218,397
-3,712
| -2% | -$788K | 17.12% | 1 |
|
|
2023
Q2 | $48.9M | Sell |
222,109
-1,155
| -0.5% | -$254K | 17.54% | 1 |
|
|
2023
Q1 | $45.6M | Buy |
223,264
+13,007
| +6% | +$2.65M | 17.24% | 1 |
|
|
2022
Q4 | $40.2M | Sell |
210,257
-148
| -0.1% | -$28.3K | 16.9% | 1 |
|
|
2022
Q3 | $37.8M | Buy |
210,405
+8,121
| +4% | +$1.46M | 16.69% | 1 |
|
|
2022
Q2 | $38.2M | Sell |
202,284
-8,113
| -4% | -$1.53M | 16.45% | 1 |
|
|
2022
Q1 | $47.9M | Buy |
210,397
+13,577
| +7% | +$3.09M | 18.02% | 1 |
|
|
2021
Q4 | $47.5M | Sell |
196,820
-1,286
| -0.6% | -$310K | 18.1% | 1 |
|
|
2021
Q3 | $44M | Buy |
198,106
+934
| +0.5% | +$207K | 17.64% | 1 |
|
|
2021
Q2 | $43.9M | Buy |
197,172
+12,689
| +7% | +$2.83M | 17.78% | 1 |
|
|
2021
Q1 | $38.1M | Sell |
184,483
-4,196
| -2% | -$867K | 16.89% | 1 |
|
|
2020
Q4 | $36.7M | Buy |
188,679
+2,842
| +2% | +$553K | 16.88% | 1 |
|
|
2020
Q3 | $31.7M | Sell |
185,837
-14,045
| -7% | -$2.39M | 16.54% | 1 |
|
|
2020
Q2 | $31.3M | Buy |
199,882
+1,414
| +0.7% | +$221K | 17.08% | 1 |
|
|
2020
Q1 | $25.6M | Buy |
198,468
+1,154
| +0.6% | +$149K | 16.35% | 1 |
|
|
2019
Q4 | $32.3M | Buy |
197,314
+4,954
| +3% | +$811K | 17.04% | 1 |
|
|
2019
Q3 | $29M | Sell |
192,360
-4,293
| -2% | -$648K | 16.66% | 2 |
|
|
2019
Q2 | $29.5M | Buy |
196,653
+4,936
| +3% | +$741K | 15.72% | 1 |
|
|
2019
Q1 | $27.7M | Sell |
191,717
-3,048
| -2% | -$441K | 16.77% | 1 |
|
|
2018
Q4 | $24.9M | Buy |
194,765
+263
| +0.1% | +$33.6K | 16.62% | 2 |
|
|
2018
Q3 | $29.1M | Buy |
194,502
+30
| +0% | +$4.49K | 17.69% | 1 |
|
|
2018
Q2 | $27.3M | Buy |
194,472
+2,164
| +1% | +$304K | 17.62% | 1 |
|
|
2018
Q1 | $26.1M | Buy |
192,308
+5,843
| +3% | +$793K | 17.26% | 2 |
|
|
2017
Q4 | $25.6M | Sell |
186,465
-39
| -0% | -$5.35K | 17.2% | 2 |
|
|
2017
Q3 | $24.2M | Sell |
186,504
-4,447
| -2% | -$576K | 17.16% | 2 |
|
|
2017
Q2 | $23.7M | Sell |
190,951
-8,576
| -4% | -$1.07M | 17.04% | 2 |
|
|
2017
Q1 | $24.2M | Buy |
199,527
+1,393
| +0.7% | +$169K | 17.9% | 1 |
|
|
2016
Q4 | $22.8M | Buy |
198,134
+941
| +0.5% | +$109K | 17.98% | 2 |
|
|
2016
Q3 | $22M | Buy |
197,193
+1,862
| +1% | +$207K | 17.49% | 1 |
|
|
2016
Q2 | $20.9M | Buy |
195,331
+1,841
| +1% | +$197K | 18.35% | 1 |
|
|
2016
Q1 | $20.3M | Sell |
193,490
-2,477
| -1% | -$260K | 17.37% | 1 |
|
|
2015
Q4 | $20.4M | Buy |
195,967
+15,488
| +9% | +$1.62M | 18.01% | 1 |
|
|
2015
Q3 | $17.8M | Buy |
180,479
+35,600
| +25% | +$3.51M | 16.74% | 2 |
|
|
2015
Q2 | $15.5M | Sell |
144,879
-855
| -0.6% | -$91.5K | 13.82% | 2 |
|
|
2015
Q1 | $15.6M | Sell |
145,734
-3,229
| -2% | -$346K | 13.92% | 2 |
|
|
2014
Q4 | $15.8M | Buy |
+148,963
| New | +$15.8M | 14.83% | 2 |
|