HIP
HUB Investment Partners’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 | $94.2M | Buy |
310,090
+4,797
| +2% | +$1.46M | 3.14% | 3 |
|
|
2025
Q1 | $83.9M | Buy |
305,293
+755
| +0.2% | +$208K | 3.33% | 3 |
|
|
2024
Q4 | $88.3M | Buy |
304,538
+5,227
| +2% | +$1.51M | 3.7% | 3 |
|
|
2024
Q3 | $84.8M | Buy |
299,311
+22,567
| +8% | +$6.39M | 3.7% | 3 |
|
|
2024
Q2 | $74M | Buy |
276,744
+18,722
| +7% | +$5.01M | 2.8% | 3 |
|
|
2024
Q1 | $67.1M | Buy |
258,022
+16,969
| +7% | +$4.41M | 3.66% | 3 |
|
|
2023
Q4 | $57.2M | Buy |
241,053
+7,743
| +3% | +$1.84M | 3.9% | 2 |
|
|
2023
Q3 | $49.6M | Buy |
233,310
+12,361
| +6% | +$2.63M | 7.48% | 2 |
|
|
2023
Q2 | $48.7M | Buy |
220,949
+20,780
| +10% | +$4.58M | 8.08% | 2 |
|
|
2023
Q1 | $40.9M | Buy |
+200,169
| New | +$40.9M | 8.45% | 1 |
|
|
2022
Q4 | – | Sell |
-179,254
| Closed | -$32.2M | – | 183 |
|
|
2022
Q3 | $32.2M | Buy |
179,254
+12,795
| +8% | +$2.3M | 9.7% | 1 |
|
|
2022
Q2 | $31.4M | Buy |
166,459
+6,079
| +4% | +$1.15M | 9.8% | 2 |
|
|
2022
Q1 | $36.5M | Buy |
160,380
+7,774
| +5% | +$1.77M | 8.59% | 1 |
|
|
2021
Q4 | $36.8M | Sell |
152,606
-3,572
| -2% | -$862K | 8.56% | 2 |
|
|
2021
Q3 | $34.7M | Buy |
156,178
+18,853
| +14% | +$4.19M | 8.25% | 2 |
|
|
2021
Q2 | $30.6M | Buy |
137,325
+20,903
| +18% | +$4.66M | 8.17% | 1 |
|
|
2021
Q1 | $24.1M | Buy |
116,422
+43,733
| +60% | +$9.04M | 7.1% | 1 |
|
|
2020
Q4 | $12.4M | Buy |
+72,689
| New | +$12.4M | 5.64% | 1 |
|