Everett Harris & Co’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 | $1.87M | Sell |
6,148
-25
| -0.4% | -$7.6K | 0.02% | 119 |
|
|
2025
Q1 | $1.7M | Sell |
6,173
-244
| -4% | -$67.1K | 0.02% | 115 |
|
|
2024
Q4 | $1.86M | Hold |
6,417
| – | – | 0.02% | 104 |
|
|
2024
Q3 | $1.82M | Buy |
6,417
+359
| +6% | +$102K | 0.02% | 103 |
|
|
2024
Q2 | $1.62M | Hold |
6,058
| – | – | 0.02% | 105 |
|
|
2024
Q1 | $1.57M | Buy |
6,058
+425
| +8% | +$110K | 0.02% | 110 |
|
|
2023
Q4 | $1.34M | Sell |
5,633
-65
| -1% | -$15.4K | 0.02% | 115 |
|
|
2023
Q3 | $1.21M | Buy |
5,698
+118
| +2% | +$25.1K | 0.02% | 118 |
|
|
2023
Q2 | $1.23M | Hold |
5,580
| – | – | 0.02% | 121 |
|
|
2023
Q1 | $1.14M | Hold |
5,580
| – | – | 0.02% | 126 |
|
|
2022
Q4 | $1.07M | Buy |
5,580
+110
| +2% | +$21K | 0.02% | 128 |
|
|
2022
Q3 | $982K | Buy |
5,470
+1,020
| +23% | +$183K | 0.02% | 126 |
|
|
2022
Q2 | $839K | Hold |
4,450
| – | – | 0.01% | 143 |
|
|
2022
Q1 | $1.01M | Sell |
4,450
-1,120
| -20% | -$255K | 0.01% | 143 |
|
|
2021
Q4 | $1.35M | Hold |
5,570
| – | – | 0.02% | 123 |
|
|
2021
Q3 | $1.24M | Hold |
5,570
| – | – | 0.02% | 128 |
|
|
2021
Q2 | $1.24M | Hold |
5,570
| – | – | 0.02% | 132 |
|
|
2021
Q1 | $1.15M | Hold |
5,570
| – | – | 0.02% | 128 |
|
|
2020
Q4 | $1.08M | Sell |
5,570
-100
| -2% | -$19.5K | 0.02% | 127 |
|
|
2020
Q3 | $966K | Sell |
5,670
-577
| -9% | -$98.3K | 0.02% | 127 |
|
|
2020
Q2 | $978K | Buy |
6,247
+1,544
| +33% | +$242K | 0.02% | 119 |
|
|
2020
Q1 | $606K | Buy |
4,703
+50
| +1% | +$6.44K | 0.02% | 144 |
|
|
2019
Q4 | $761K | Hold |
4,653
| – | – | 0.02% | 153 |
|
|
2019
Q3 | $703K | Buy |
4,653
+1
| +0% | +$151 | 0.02% | 153 |
|
|
2019
Q2 | $698K | Hold |
4,652
| – | – | 0.02% | 153 |
|
|
2019
Q1 | $673K | Buy |
+4,652
| New | +$673K | 0.02% | 152 |
|