Hohimer Wealth Management’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 | $3.74M | Buy |
12,317
+681
| +6% | +$207K | 0.66% | 52 |
|
|
2025
Q1 | $3.2M | Sell |
11,636
-20,326
| -64% | -$5.59M | 0.62% | 60 |
|
|
2024
Q4 | $9.26M | Buy |
31,962
+21,709
| +212% | +$6.29M | 1.74% | 8 |
|
|
2024
Q3 | $2.9M | Sell |
10,253
-72
| -0.7% | -$20.4K | 0.62% | 68 |
|
|
2024
Q2 | $2.76M | Sell |
10,325
-15,270
| -60% | -$4.08M | 0.64% | 67 |
|
|
2024
Q1 | $6.65M | Buy |
25,595
+1,891
| +8% | +$491K | 1.56% | 8 |
|
|
2023
Q4 | $5.62M | Buy |
23,704
+13,689
| +137% | +$3.25M | 1.43% | 12 |
|
|
2023
Q3 | $2.13M | Sell |
10,015
-2,302
| -19% | -$489K | 0.61% | 60 |
|
|
2023
Q2 | $2.71M | Buy |
12,317
+104
| +0.9% | +$22.9K | 0.75% | 51 |
|
|
2023
Q1 | $2.49M | Sell |
12,213
-32,083
| -72% | -$6.55M | 0.72% | 54 |
|
|
2022
Q4 | $8.47M | Buy |
44,296
+34,450
| +350% | +$6.59M | 2.7% | 3 |
|
|
2022
Q3 | $1.77M | Sell |
9,846
-439
| -4% | -$78.8K | 0.57% | 69 |
|
|
2022
Q2 | $1.94M | Sell |
10,285
-1,487
| -13% | -$280K | 0.57% | 72 |
|
|
2022
Q1 | $2.68M | Buy |
11,772
+2,856
| +32% | +$650K | 0.53% | 71 |
|
|
2021
Q4 | $2.15M | Buy |
8,916
+1,364
| +18% | +$329K | 0.45% | 76 |
|
|
2021
Q3 | $1.68M | Sell |
7,552
-1,252
| -14% | -$278K | 0.35% | 94 |
|
|
2021
Q2 | $1.96M | Buy |
8,804
+365
| +4% | +$81.3K | 0.4% | 89 |
|
|
2021
Q1 | $1.74M | Buy |
8,439
+1,102
| +15% | +$228K | 0.43% | 80 |
|
|
2020
Q4 | $1.43M | Sell |
7,337
-151
| -2% | -$29.4K | 0.38% | 89 |
|
|
2020
Q3 | $1.31M | Buy |
7,488
+596
| +9% | +$104K | 0.37% | 89 |
|
|
2020
Q2 | $1.08M | Sell |
6,892
-1,077
| -14% | -$169K | 0.37% | 97 |
|
|
2020
Q1 | $1.15M | Buy |
7,969
+2,331
| +41% | +$336K | 0.49% | 85 |
|
|
2019
Q4 | $922K | Buy |
+5,638
| New | +$922K | 0.32% | 125 |
|