Everhart Financial Group’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 | $63.1M | Sell |
207,589
-6,056
| -3% | -$1.84M | 7.29% | 3 |
|
|
2025
Q1 | $58.7M | Buy |
213,645
+83,094
| +64% | +$22.8M | 8.03% | 3 |
|
|
2024
Q4 | $37.8M | Buy |
130,551
+4,909
| +4% | +$1.42M | 7.79% | 1 |
|
|
2024
Q3 | $35.2M | Buy |
125,642
+3,345
| +3% | +$936K | 7.79% | 1 |
|
|
2024
Q2 | $32.3M | Sell |
122,297
-1,128
| -0.9% | -$298K | 8.39% | 1 |
|
|
2024
Q1 | $31.7M | Buy |
123,425
+2,852
| +2% | +$732K | 9.23% | 1 |
|
|
2023
Q4 | $28.2M | Buy |
120,573
+1,298
| +1% | +$304K | 10.01% | 1 |
|
|
2023
Q3 | $25M | Buy |
119,275
+4,176
| +4% | +$875K | 10.6% | 1 |
|
|
2023
Q2 | $18.6M | Buy |
115,099
+1,228
| +1% | +$198K | 7.68% | 1 |
|
|
2023
Q1 | $22.9M | Buy |
113,871
+1,481
| +1% | +$298K | 10.28% | 1 |
|
|
2022
Q4 | $21.2M | Buy |
112,390
+22,297
| +25% | +$4.2M | 10.64% | 1 |
|
|
2022
Q3 | $16.2M | Buy |
90,093
+3,350
| +4% | +$601K | 8.95% | 1 |
|
|
2022
Q2 | $16.4M | Sell |
86,743
-5,408
| -6% | -$1.02M | 9.94% | 1 |
|
|
2022
Q1 | $21M | Sell |
92,151
-245
| -0.3% | -$55.8K | 12.13% | 1 |
|
|
2021
Q4 | $22.3M | Buy |
92,396
+716
| +0.8% | +$173K | 13.47% | 1 |
|
|
2021
Q3 | $20.4M | Buy |
91,680
+1,147
| +1% | +$255K | 13.95% | 1 |
|
|
2021
Q2 | $20.2M | Buy |
90,533
+3,506
| +4% | +$781K | 13.88% | 1 |
|
|
2021
Q1 | $18M | Buy |
87,027
+748
| +0.9% | +$155K | 15.78% | 1 |
|
|
2020
Q4 | $16.8M | Buy |
+86,279
| New | +$16.8M | 15.5% | 1 |
|