HIA
Harbor Investment Advisory’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 | $13.7M | Sell |
45,104
-2,288
| -5% | -$695K | 1.22% | 10 |
|
|
2025
Q1 | $13M | Buy |
47,392
+1,852
| +4% | +$509K | 1.27% | 11 |
|
|
2024
Q4 | $13.2M | Buy |
45,540
+1,273
| +3% | +$369K | 1.23% | 11 |
|
|
2024
Q3 | $12.5M | Sell |
44,267
-1,073
| -2% | -$304K | 1.24% | 10 |
|
|
2024
Q2 | $12.1M | Buy |
45,340
+4,002
| +10% | +$1.07M | 1.27% | 9 |
|
|
2024
Q1 | $10.7M | Buy |
41,338
+1,528
| +4% | +$397K | 1.12% | 12 |
|
|
2023
Q4 | $9.44M | Buy |
39,810
+3,130
| +9% | +$743K | 1.09% | 13 |
|
|
2023
Q3 | $7.79M | Sell |
36,680
-118
| -0.3% | -$25.1K | 1.02% | 13 |
|
|
2023
Q2 | $8.11M | Buy |
36,798
+18,417
| +100% | +$4.06M | 1.13% | 13 |
|
|
2023
Q1 | $3.75M | Sell |
18,381
-2,737
| -13% | -$559K | 0.56% | 35 |
|
|
2022
Q4 | $4.04M | Buy |
21,118
+92
| +0.4% | +$17.6K | 0.63% | 34 |
|
|
2022
Q3 | $3.77M | Buy |
21,026
+2,524
| +14% | +$453K | 0.62% | 31 |
|
|
2022
Q2 | $3.49M | Sell |
18,502
-214
| -1% | -$40.4K | 0.56% | 33 |
|
|
2022
Q1 | $4.26M | Buy |
18,716
+134
| +0.7% | +$30.5K | 0.56% | 33 |
|
|
2021
Q4 | $4.49M | Buy |
18,582
+3,752
| +25% | +$906K | 0.57% | 35 |
|
|
2021
Q3 | $3.29M | Buy |
14,830
+918
| +7% | +$204K | 0.45% | 46 |
|
|
2021
Q2 | $3.1M | Buy |
13,912
+940
| +7% | +$209K | 0.42% | 47 |
|
|
2021
Q1 | $2.68M | Buy |
12,972
+1,154
| +10% | +$239K | 0.4% | 57 |
|
|
2020
Q4 | $2.3M | Sell |
11,818
-184
| -2% | -$35.8K | 0.37% | 62 |
|
|
2020
Q3 | $2.04M | Sell |
12,002
-287
| -2% | -$48.9K | 0.39% | 61 |
|
|
2020
Q2 | $1.92M | Sell |
12,289
-896
| -7% | -$140K | 0.41% | 59 |
|
|
2020
Q1 | $1.7M | Sell |
13,185
-299
| -2% | -$38.6K | 0.46% | 54 |
|
|
2019
Q4 | $2.21M | Buy |
+13,484
| New | +$2.21M | 0.51% | 51 |
|