Evergreen Advisors’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 | $1.18M | Hold |
3,888
| – | – | 0.31% | 9 |
|
|
2025
Q1 | $1.07M | Buy |
3,888
+14
| +0.4% | +$3.85K | 0.3% | 10 |
|
|
2024
Q4 | $1.12M | Buy |
3,874
+24
| +0.6% | +$6.96K | 0.31% | 9 |
|
|
2024
Q3 | $1.09M | Buy |
3,850
+14
| +0.4% | +$3.96K | 0.3% | 11 |
|
|
2024
Q2 | $1.03M | Sell |
3,836
-11
| -0.3% | -$2.94K | 0.31% | 10 |
|
|
2024
Q1 | $1,000K | Buy |
3,847
+57
| +2% | +$14.8K | 0.31% | 11 |
|
|
2023
Q4 | $899K | Buy |
3,790
+16
| +0.4% | +$3.8K | 0.29% | 11 |
|
|
2023
Q3 | $802K | Buy |
3,774
+14
| +0.4% | +$2.97K | 0.29% | 11 |
|
|
2023
Q2 | $828K | Sell |
3,760
-285
| -7% | -$62.8K | 0.29% | 12 |
|
|
2023
Q1 | $826K | Buy |
4,045
+16
| +0.4% | +$3.27K | 0.31% | 11 |
|
|
2022
Q4 | $770K | Sell |
4,029
-43
| -1% | -$8.22K | 0.31% | 11 |
|
|
2022
Q3 | $731K | Buy |
4,072
+18
| +0.4% | +$3.23K | 0.31% | 8 |
|
|
2022
Q2 | $765K | Buy |
4,054
+16
| +0.4% | +$3.02K | 0.31% | 8 |
|
|
2022
Q1 | $919K | Buy |
4,038
+12
| +0.3% | +$2.73K | 0.32% | 7 |
|
|
2021
Q4 | $972K | Buy |
4,026
+15
| +0.4% | +$3.62K | 0.33% | 7 |
|
|
2021
Q3 | $891K | Sell |
4,011
-304
| -7% | -$67.5K | 0.32% | 7 |
|
|
2021
Q2 | $892K | Hold |
4,315
| – | – | 0.39% | 6 |
|
|
2021
Q1 | $892K | Buy |
4,315
+14
| +0.3% | +$2.89K | 0.34% | 7 |
|
|
2020
Q4 | $837K | Buy |
4,301
+34
| +0.8% | +$6.62K | 0.34% | 7 |
|
|
2020
Q3 | $727K | Buy |
4,267
+19
| +0.4% | +$3.24K | 0.33% | 7 |
|
|
2020
Q2 | $665K | Buy |
4,248
+21
| +0.5% | +$3.29K | 0.32% | 7 |
|
|
2020
Q1 | $545K | Sell |
4,227
-15
| -0.4% | -$1.93K | 0.31% | 7 |
|
|
2019
Q4 | $694K | Buy |
4,242
+23
| +0.5% | +$3.76K | 0.39% | 11 |
|
|
2019
Q3 | $637K | Buy |
4,219
+19
| +0.5% | +$2.87K | 0.39% | 11 |
|
|
2019
Q2 | $630K | Buy |
4,200
+15
| +0.4% | +$2.25K | 0.4% | 11 |
|
|
2019
Q1 | $606K | Buy |
4,185
+23
| +0.6% | +$3.33K | 0.51% | 9 |
|
|
2018
Q4 | $531K | Buy |
+4,162
| New | +$531K | 0.53% | 9 |
|