IA
IFP Advisors’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 | $9.68M | Sell |
31,844
-17,190
| -35% | -$5.22M | 0.28% | 71 |
|
|
2025
Q1 | $13.5M | Buy |
49,034
+1,033
| +2% | +$284K | 0.42% | 41 |
|
|
2024
Q4 | $13.9M | Sell |
48,001
-1,135
| -2% | -$329K | 0.46% | 34 |
|
|
2024
Q3 | $13.9M | Buy |
49,136
+16,592
| +51% | +$4.7M | 0.5% | 35 |
|
|
2024
Q2 | $8.71M | Sell |
32,544
-153
| -0.5% | -$40.9K | 0.35% | 57 |
|
|
2024
Q1 | $8.5M | Sell |
32,697
-4,119
| -11% | -$1.07M | 0.37% | 56 |
|
|
2023
Q4 | $8.73M | Sell |
36,816
-9,507
| -21% | -$2.26M | 0.41% | 53 |
|
|
2023
Q3 | $9.84M | Sell |
46,323
-12,429
| -21% | -$2.64M | 0.44% | 50 |
|
|
2023
Q2 | $12.9M | Sell |
58,752
-4,046
| -6% | -$891K | 0.54% | 36 |
|
|
2023
Q1 | $6.66M | Sell |
62,798
-29,383
| -32% | -$3.12M | 0.29% | 68 |
|
|
2022
Q4 | $9.81M | Buy |
92,181
+9,539
| +12% | +$1.01M | 0.26% | 78 |
|
|
2022
Q3 | $8.9M | Sell |
82,642
-1,469
| -2% | -$158K | 0.23% | 91 |
|
|
2022
Q2 | $8.99M | Hold |
84,111
| – | – | 0.29% | 77 |
|
|
2022
Q1 | $8.99M | Buy |
84,111
+46,886
| +126% | +$5.01M | 0.29% | 77 |
|
|
2021
Q4 | $8.99M | Sell |
37,225
-8,474
| -19% | -$2.05M | 0.18% | 63 |
|
|
2021
Q3 | $10.1M | Buy |
45,699
+8,326
| +22% | +$1.85M | 0.2% | 55 |
|
|
2021
Q2 | $8.32M | Buy |
37,373
+6,436
| +21% | +$1.43M | 0.17% | 66 |
|
|
2021
Q1 | $6.39M | Sell |
30,937
-1,556
| -5% | -$321K | 0.12% | 85 |
|
|
2020
Q4 | $6.32M | Sell |
32,493
-1,367
| -4% | -$266K | 0.26% | 65 |
|
|
2020
Q3 | $5.77M | Sell |
33,860
-6,652
| -16% | -$1.13M | 0.34% | 59 |
|
|
2020
Q2 | $6.24M | Buy |
40,512
+355
| +0.9% | +$54.7K | 0.49% | 40 |
|
|
2020
Q1 | $5.27M | Sell |
40,157
-129
| -0.3% | -$16.9K | 0.53% | 38 |
|
|
2019
Q4 | $6.61M | Sell |
40,286
-15,797
| -28% | -$2.59M | 0.5% | 35 |
|
|
2019
Q3 | $8.44M | Buy |
+56,083
| New | +$8.44M | 0.57% | 31 |
|
|
2019
Q1 | $8.08M | Sell |
55,848
-114,888
| -67% | -$16.6M | 1.1% | 11 |
|
|
2018
Q4 | $21.6M | Sell |
170,736
-266,457
| -61% | -$33.7M | 1.32% | 5 |
|
|
2018
Q3 | $65.4M | Sell |
437,193
-19,650
| -4% | -$2.94M | 2.67% | 1 |
|
|
2018
Q2 | $64.2M | Buy |
456,843
+31,136
| +7% | +$4.37M | 2.7% | 1 |
|
|
2018
Q1 | $58.4M | Hold |
425,707
| – | – | 2.65% | 1 |
|
|
2017
Q4 | $58.4M | Buy |
425,707
+1,005
| +0.2% | +$138K | 2.65% | 1 |
|
|
2017
Q3 | $55M | Buy |
+424,702
| New | +$55M | 2.18% | 2 |
|
|
2017
Q2 | – | Sell |
-371,708
| Closed | -$45.1M | – | 4188 |
|
|
2017
Q1 | $45.1M | Buy |
371,708
+17,586
| +5% | +$2.13M | 1.96% | 2 |
|
|
2016
Q4 | $40.8M | Buy |
354,122
+43,019
| +14% | +$4.96M | 1.97% | 2 |
|
|
2016
Q3 | $34.6M | Sell |
311,103
-3,005
| -1% | -$335K | 1.8% | 2 |
|
|
2016
Q2 | $33.7M | Buy |
314,108
+258,260
| +462% | +$27.7M | 1.88% | 2 |
|
|
2016
Q1 | $8.08M | Sell |
55,848
-213,222
| -79% | -$30.8M | 1.1% | 11 |
|
|
2015
Q4 | $28.1M | Buy |
+269,070
| New | +$28.1M | 1.88% | 2 |
|