Heritage Wealth 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 | $1.61M | Buy |
5,311
+7
| +0.1% | +$2.13K | 0.08% | 61 |
|
|
2025
Q1 | $1.46M | Sell |
5,304
-558
| -10% | -$153K | 0.07% | 64 |
|
|
2024
Q4 | $1.7M | Buy |
5,862
+62
| +1% | +$18K | 0.08% | 62 |
|
|
2024
Q3 | $1.64M | Sell |
5,800
-56
| -1% | -$15.9K | 0.08% | 66 |
|
|
2024
Q2 | $1.57M | Buy |
5,856
+63
| +1% | +$16.9K | 0.07% | 66 |
|
|
2024
Q1 | $1.51M | Buy |
5,793
+363
| +7% | +$94.3K | 0.07% | 68 |
|
|
2023
Q4 | $1.29M | Sell |
5,430
-1,658
| -23% | -$393K | 0.06% | 74 |
|
|
2023
Q3 | $1.51M | Sell |
7,088
-507
| -7% | -$108K | 0.08% | 61 |
|
|
2023
Q2 | $1.67M | Hold |
7,595
| – | – | 0.09% | 58 |
|
|
2023
Q1 | $1.55M | Hold |
7,595
| – | – | 0.09% | 58 |
|
|
2022
Q4 | $1.45M | Hold |
7,595
| – | – | 0.08% | 65 |
|
|
2022
Q3 | $1.36M | Hold |
7,595
| – | – | 0.1% | 62 |
|
|
2022
Q2 | $1.43M | Buy |
7,595
+388
| +5% | +$73.2K | 0.1% | 61 |
|
|
2022
Q1 | $1.64M | Hold |
7,207
| – | – | 0.09% | 60 |
|
|
2021
Q4 | $1.74M | Sell |
7,207
-137
| -2% | -$33.1K | 0.1% | 67 |
|
|
2021
Q3 | $1.63M | Sell |
7,344
-45
| -0.6% | -$9.99K | 0.1% | 65 |
|
|
2021
Q2 | $1.65M | Sell |
7,389
-201
| -3% | -$44.8K | 0.1% | 63 |
|
|
2021
Q1 | $1.57M | Sell |
7,590
-600
| -7% | -$124K | 0.09% | 63 |
|
|
2020
Q4 | $1.59M | Sell |
8,190
-400
| -5% | -$77.9K | 0.1% | 67 |
|
|
2020
Q3 | $1.46M | Hold |
8,590
| – | – | 0.19% | 49 |
|
|
2020
Q2 | $1.34M | Sell |
8,590
-190
| -2% | -$29.7K | 0.19% | 50 |
|
|
2020
Q1 | $1.13M | Sell |
8,780
-820
| -9% | -$106K | 0.2% | 53 |
|
|
2019
Q4 | $1.57M | Buy |
9,600
+447
| +5% | +$73.1K | 0.21% | 46 |
|
|
2019
Q3 | $1.38M | Hold |
9,153
| – | – | 0.2% | 52 |
|
|
2019
Q2 | $1.37M | Buy |
9,153
+963
| +12% | +$145K | 0.21% | 46 |
|
|
2019
Q1 | $1.19M | Hold |
8,190
| – | – | 0.19% | 49 |
|
|
2018
Q4 | $1.05M | Hold |
8,190
| – | – | 0.2% | 52 |
|
|
2018
Q3 | $1.23M | Hold |
8,190
| – | – | 0.24% | 47 |
|
|
2018
Q2 | $1.15M | Hold |
8,190
| – | – | 0.43% | 45 |
|
|
2018
Q1 | $1.11M | Hold |
8,190
| – | – | 0.46% | 44 |
|
|
2017
Q4 | $1.13M | Buy |
+8,190
| New | +$1.13M | 0.48% | 45 |
|