GCA
Gradient Capital Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Sell |
3,926
-33
| -0.8% | -$10K | 0.35% | 57 |
|
|
2025
Q1 | $1.09M | Sell |
3,959
-279
| -7% | -$76.7K | 0.36% | 55 |
|
|
2024
Q4 | $1.23M | Sell |
4,238
-150
| -3% | -$43.5K | 0.4% | 52 |
|
|
2024
Q3 | $1.24M | Sell |
4,388
-262
| -6% | -$74.2K | 0.41% | 52 |
|
|
2024
Q2 | $1.24M | Sell |
4,650
-69
| -1% | -$18.5K | 0.44% | 50 |
|
|
2024
Q1 | $1.23M | Buy |
4,719
+87
| +2% | +$22.6K | 0.45% | 50 |
|
|
2023
Q4 | $1.1M | Sell |
4,632
-138
| -3% | -$32.7K | 0.42% | 52 |
|
|
2023
Q3 | $1.01M | Buy |
4,770
+97
| +2% | +$20.6K | 0.42% | 51 |
|
|
2023
Q2 | $1.03M | Buy |
4,673
+139
| +3% | +$30.6K | 0.41% | 51 |
|
|
2023
Q1 | $925K | Buy |
4,534
+176
| +4% | +$35.9K | 0.39% | 58 |
|
|
2022
Q4 | $833K | Sell |
4,358
-1,129
| -21% | -$216K | 0.38% | 63 |
|
|
2022
Q3 | $985K | Buy |
5,487
+1,360
| +33% | +$244K | 0.47% | 51 |
|
|
2022
Q2 | $778K | Buy |
4,127
+289
| +8% | +$54.5K | 0.37% | 61 |
|
|
2022
Q1 | $874K | Hold |
3,838
| – | – | 0.37% | 60 |
|
|
2021
Q4 | $927K | Buy |
3,838
+126
| +3% | +$30.4K | 0.39% | 58 |
|
|
2021
Q3 | $824K | Sell |
3,712
-176
| -5% | -$39.1K | 0.38% | 57 |
|
|
2021
Q2 | $866K | Buy |
3,888
+91
| +2% | +$20.3K | 0.41% | 51 |
|
|
2021
Q1 | $785K | Sell |
3,797
-207
| -5% | -$42.8K | 0.42% | 54 |
|
|
2020
Q4 | $779K | Sell |
4,004
-110
| -3% | -$21.4K | 0.44% | 50 |
|
|
2020
Q3 | $701K | Buy |
4,114
+552
| +15% | +$94.1K | 0.44% | 51 |
|
|
2020
Q2 | $558K | Buy |
3,562
+232
| +7% | +$36.3K | 0.38% | 57 |
|
|
2020
Q1 | $429K | Buy |
+3,330
| New | +$429K | 0.35% | 61 |
|