Gryphon Financial Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $35.1M | Sell |
109,257
-4,173
| -4% | -$1.4M | 3.59% | 3 |
|
|
2025
Q4 | $38M | Sell |
113,430
-1,189
| -1% | -$396K | 4.07% | 3 |
|
|
2025
Q3 | $37.6M | Buy |
114,619
+18,723
| +20% | +$5.91M | 4.29% | 3 |
|
|
2025
Q2 | $29.1M | Sell |
95,896
-1,289
| -1% | -$363K | 3.81% | 3 |
|
|
2025
Q1 | $26.7M | Sell |
97,185
-995
| -1% | -$289K | 3.85% | 3 |
|
|
2024
Q4 | $28.5M | Sell |
98,180
-23,227
| -19% | -$6.78M | 4.06% | 4 |
|
|
2024
Q3 | $34.4M | Buy |
121,407
+39
| +0% | +$10.6K | 4.65% | 3 |
|
|
2024
Q2 | $32.5M | Buy |
121,368
+111,080
| +1,080% | +$28.7M | 4.86% | 2 |
|
|
2024
Q1 | $2.67M | Sell |
10,288
-127,968
| -93% | -$31.7M | 0.44% | 33 |
|
|
2023
Q4 | $30.9M | Buy |
138,256
+12,707
| +10% | +$2.81M | 5.45% | 2 |
|
|
2023
Q3 | $26.7M | Sell |
125,549
-845
| -0.7% | -$187K | 6.19% | 2 |
|
|
2023
Q2 | $27.8M | Buy |
126,394
+450
| +0.4% | +$93.9K | 6.03% | 2 |
|
|
2023
Q1 | $25.7M | Sell |
125,944
-1,761
| -1% | -$353K | 5.85% | 2 |
|
|
2022
Q4 | $24.4M | Buy |
127,705
+383
| +0.3% | +$73.8K | 5.81% | 2 |
|
|
2022
Q3 | $22.9M | Buy |
127,322
+111
| +0.1% | +$22.1K | 5.76% | 2 |
|
|
2022
Q2 | $24M | Buy |
127,211
+137
| +0.1% | +$28.1K | 5.82% | 2 |
|
|
2022
Q1 | $28.9M | Sell |
127,074
-6,810
| -5% | -$1.53M | 5.89% | 2 |
|
|
2021
Q4 | $32.3M | Sell |
133,884
-684
| -0.5% | -$161K | 6.13% | 2 |
|
|
2021
Q3 | $29.9M | Sell |
134,568
-48,824
| -27% | -$11.1M | 6.63% | 2 |
|
|
2021
Q2 | $31.6M | Buy |
183,392
+5,000
| +3% | +$1.09M | 7.1% | 2 |
|
|
2021
Q1 | $36.9M | Sell |
178,392
-1,269
| -0.7% | -$257K | 8.38% | 3 |
|
|
2020
Q4 | $35M | Sell |
179,661
-3,733
| -2% | -$682K | 9.01% | 2 |
|
|
2020
Q3 | $31.2M | Sell |
183,394
-226
| -0.1% | -$38K | 9.23% | 2 |
|
|
2020
Q2 | $28.7M | Sell |
183,620
-963
| -0.5% | -$142K | 8.91% | 2 |
|
|
2020
Q1 | $23.8M | Sell |
184,583
-749
| -0.4% | -$116K | 8.76% | 2 |
|
|
2019
Q4 | $30.3M | Buy |
185,332
+952
| +0.5% | +$149K | 7.87% | 3 |
|
|
2019
Q3 | $27.8M | Sell |
184,380
-891
| -0.5% | -$134K | 8.03% | 3 |
|
|
2019
Q2 | $27.8M | Sell |
185,271
-35
| -0% | -$5.16K | 8% | 3 |
|
|
2019
Q1 | $26.8M | Sell |
185,306
-2,622
| -1% | -$366K | 7.91% | 3 |
|
|
2018
Q4 | $24M | Buy |
187,928
+5,690
| +3% | +$786K | 6.11% | 3 |
|
|
2018
Q3 | $27.3M | Buy |
182,238
+174,768
| +2,340% | +$25.7M | 8.14% | 3 |
|
|
2018
Q2 | $1.05M | Hold |
7,470
| – | – | 0.47% | 20 |
|
|
2018
Q1 | $1.01M | Sell |
7,470
-370
| -5% | -$51.9K | 0.52% | 19 |
|
|
2017
Q4 | $1.08M | Buy |
+7,840
| New | +$1.05M | 0.61% | 20 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
