HM Payson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.83M | Buy |
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|
2025
Q2 | $7.2M | Sell |
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|
2025
Q1 | $7.2M | Buy |
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|
2024
Q4 | $4.55M | Buy |
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|
2024
Q3 | $4.26M | Sell |
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|
2024
Q2 | $4.11M | Sell |
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|
2024
Q1 | $4M | Buy |
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|
2023
Q4 | $3.28M | Sell |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.72M | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q3 | $1.42M | Sell |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $1.85M | Hold |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q3 | $1.79M | Sell |
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|
2021
Q2 | $2.06M | Buy |
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|
2021
Q1 | $547K | Buy |
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|
2020
Q4 | $379K | Buy |
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|
2020
Q3 | $331K | Hold |
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|
2020
Q2 | $304K | Hold |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $410K | Hold |
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|
2019
Q3 | $378K | Sell |
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|
2019
Q2 | $401K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.12M | Sell |
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|
2018
Q2 | $1.1M | Buy |
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|
2018
Q1 | $354K | Hold |
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|
2017
Q4 | $358K | Buy |
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|
2017
Q3 | $328K | Sell |
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|
2017
Q2 | $340K | Buy |
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|
2017
Q1 | $303K | Hold |
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|
2016
Q4 | $288K | Hold |
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|
2016
Q3 | $278K | Hold |
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|
2016
Q2 | $268K | Hold |
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|
2016
Q1 | $262K | Hold |
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|
2015
Q4 | $261K | Hold |
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|
2015
Q3 | $247K | Hold |
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|
2015
Q2 | $267K | Hold |
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|
2015
Q1 | $269K | Hold |
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|
2014
Q4 | $265K | Hold |
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|
2014
Q3 | $253K | Buy |
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