Evermay Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Evermay Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.6M	Sell	38,213 -1,212	-3%	-$369K	1.43%	14
2025 Q1	$10.8M	Sell	39,425 -481	-1%	-$132K	1.42%	13
2024 Q4	$11.6M	Sell	39,906 -1,169	-3%	-$339K	1.75%	9
2024 Q3	$11.7M	Sell	41,075 -1,870	-4%	-$530K	1.87%	9
2024 Q2	$11.5M	Sell	42,945 -835	-2%	-$224K	1.85%	9
2024 Q1	$11.4M	Sell	43,780 -4,387	-9%	-$1.14M	1.72%	9
2023 Q4	$11.4M	Sell	48,167 -2,062	-4%	-$489K	2.11%	10
2023 Q3	$10.7M	Sell	50,229 -4,087	-8%	-$868K	2.18%	10
2023 Q2	$12M	Sell	54,316 -1,247	-2%	-$275K	2.3%	8
2023 Q1	$11.3M	Sell	55,563 -4,144	-7%	-$846K	2.29%	9
2022 Q4	$11.4M	Sell	59,707 -4,471	-7%	-$855K	2.32%	8
2022 Q3	$11.5M	Buy	64,178 +8	+0%	+$1.44K	2.29%	8
2022 Q2	$12.1M	Sell	64,170 -3,854	-6%	-$727K	2.35%	8
2022 Q1	$15.5M	Buy	68,024 +60,439	+797%	+$13.8M	2.6%	8
2021 Q4	$1.83M	Buy	7,585 +2,337	+45%	+$564K	0.33%	28
2021 Q3	$1.17M	Buy	5,248 +252	+5%	+$55.9K	0.23%	39
2021 Q2	$1.11M	Buy	4,996 +158	+3%	+$35.2K	0.21%	48
2021 Q1	$1M	Buy	4,838 +203	+4%	+$42K	0.2%	48
2020 Q4	$902K	Sell	4,635 -17	-0.4%	-$3.31K	0.2%	52
2020 Q3	$792K	Sell	4,652 -55	-1%	-$9.36K	0.19%	56
2020 Q2	$737K	Buy	4,707 +254	+6%	+$39.8K	0.19%	57
2020 Q1	$574K	Buy	4,453 +585	+15%	+$75.4K	0.17%	62
2019 Q4	$633K	Buy	3,868 +11	+0.3%	+$1.8K	0.16%	73
2019 Q3	$582K	Buy	3,857 +19	+0.5%	+$2.87K	0.16%	67
2019 Q2	$576K	Buy	3,838 +39	+1%	+$5.85K	0.16%	66
2019 Q1	$550K	Buy	3,799 +15	+0.4%	+$2.17K	0.16%	65
2018 Q4	$483K	Buy	3,784 +43	+1%	+$5.49K	0.16%	67
2018 Q3	$560K	Sell	3,741 -10	-0.3%	-$1.5K	0.17%	61
2018 Q2	$527K	Buy	+3,751	New	+$527K	0.18%	65
2018 Q1	–	Sell	-1,524	Closed	-$209K	–	152
2017 Q4	$209K	Buy	+1,524	New	+$209K	0.08%	132
2017 Q3	–	Sell	-1,607	Closed	-$200K	–	104
2017 Q2	$200K	Buy	+1,607	New	+$200K	0.09%	99