GHP Investment 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 | $928K | Buy |
3,052
+269
| +10% | +$81.8K | 0.04% | 272 |
|
|
2025
Q1 | $765K | Sell |
2,783
-614
| -18% | -$169K | 0.04% | 278 |
|
|
2024
Q4 | $984K | Buy |
3,397
+585
| +21% | +$170K | 0.05% | 270 |
|
|
2024
Q3 | $796K | Buy |
2,812
+597
| +27% | +$169K | 0.04% | 277 |
|
|
2024
Q2 | $593K | Buy |
2,215
+49
| +2% | +$13.1K | 0.03% | 290 |
|
|
2024
Q1 | $563K | Hold |
2,166
| – | – | 0.03% | 300 |
|
|
2023
Q4 | $514K | Sell |
2,166
-248
| -10% | -$58.8K | 0.03% | 302 |
|
|
2023
Q3 | $515K | Buy |
2,414
+442
| +22% | +$94.4K | 0.03% | 299 |
|
|
2023
Q2 | $437K | Buy |
1,972
+1
| +0.1% | +$222 | 0.03% | 314 |
|
|
2023
Q1 | $402K | Buy |
1,971
+1
| +0.1% | +$204 | 0.03% | 312 |
|
|
2022
Q4 | $377K | Sell |
1,970
-126
| -6% | -$24.1K | 0.03% | 321 |
|
|
2022
Q3 | $376K | Buy |
2,096
+1
| +0% | +$179 | 0.03% | 308 |
|
|
2022
Q2 | $395K | Hold |
2,095
| – | – | 0.03% | 301 |
|
|
2022
Q1 | $477K | Buy |
2,095
+1
| +0% | +$228 | 0.03% | 292 |
|
|
2021
Q4 | $506K | Sell |
2,094
-210
| -9% | -$50.7K | 0.04% | 250 |
|
|
2021
Q3 | $512K | Buy |
2,304
+1
| +0% | +$222 | 0.04% | 234 |
|
|
2021
Q2 | $513K | Hold |
2,303
| – | – | 0.04% | 231 |
|
|
2021
Q1 | $476K | Buy |
2,303
+1
| +0% | +$207 | 0.04% | 229 |
|
|
2020
Q4 | $448K | Sell |
2,302
-189
| -8% | -$36.8K | 0.04% | 227 |
|
|
2020
Q3 | $424K | Buy |
2,491
+1
| +0% | +$170 | 0.05% | 225 |
|
|
2020
Q2 | $390K | Buy |
2,490
+40
| +2% | +$6.27K | 0.05% | 234 |
|
|
2020
Q1 | $316K | Sell |
2,450
-435
| -15% | -$56.1K | 0.05% | 242 |
|
|
2019
Q4 | $472K | Hold |
2,885
| – | – | 0.05% | 240 |
|
|
2019
Q3 | $436K | Buy |
2,885
+770
| +36% | +$116K | 0.05% | 242 |
|
|
2019
Q2 | $317K | Sell |
2,115
-433
| -17% | -$64.9K | 0.04% | 266 |
|
|
2019
Q1 | $369K | Hold |
2,548
| – | – | 0.05% | 255 |
|
|
2018
Q4 | $325K | Hold |
2,548
| – | – | 0.05% | 249 |
|
|
2018
Q3 | $381K | Buy |
+2,548
| New | +$381K | 0.05% | 244 |
|