IFWM
Institute for Wealth Management’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 | $1.41M | Buy |
4,647
+4
| +0.1% | +$1.22K | 0.16% | 134 |
|
|
2025
Q1 | $1.28M | Buy |
4,643
+3,781
| +439% | +$1.04M | 0.16% | 136 |
|
|
2024
Q4 | $250K | Sell |
862
-23
| -3% | -$6.67K | 0.03% | 442 |
|
|
2024
Q3 | $251K | Buy |
+885
| New | +$251K | 0.03% | 460 |
|
|
2024
Q2 | – | Sell |
-1,480
| Closed | -$385K | – | 520 |
|
|
2024
Q1 | $385K | Sell |
1,480
-110
| -7% | -$28.6K | 0.05% | 331 |
|
|
2023
Q4 | $377K | Sell |
1,590
-7
| -0.4% | -$1.66K | 0.06% | 320 |
|
|
2023
Q3 | $339K | Sell |
1,597
-6
| -0.4% | -$1.27K | 0.06% | 320 |
|
|
2023
Q2 | $353K | Buy |
1,603
+37
| +2% | +$8.15K | 0.06% | 321 |
|
|
2023
Q1 | $320K | Sell |
1,566
-404
| -21% | -$82.5K | 0.06% | 329 |
|
|
2022
Q4 | $377K | Sell |
1,970
-47
| -2% | -$8.99K | 0.08% | 306 |
|
|
2022
Q3 | $362K | Buy |
2,017
+761
| +61% | +$137K | 0.08% | 299 |
|
|
2022
Q2 | $237K | Sell |
1,256
-286
| -19% | -$54K | 0.05% | 454 |
|
|
2022
Q1 | $351K | Sell |
1,542
-285
| -16% | -$64.9K | 0.06% | 373 |
|
|
2021
Q4 | $441K | Hold |
1,827
| – | – | 0.07% | 301 |
|
|
2021
Q3 | $406K | Buy |
1,827
+709
| +63% | +$158K | 0.07% | 310 |
|
|
2021
Q2 | $249K | Buy |
1,118
+105
| +10% | +$23.4K | 0.04% | 420 |
|
|
2021
Q1 | $209K | Buy |
+1,013
| New | +$209K | 0.04% | 437 |
|
|
2020
Q1 | – | Sell |
-10,715
| Closed | -$1.75M | – | 667 |
|
|
2019
Q4 | $1.75M | Sell |
10,715
-31,052
| -74% | -$5.08M | 0.4% | 54 |
|
|
2019
Q3 | $6.31M | Sell |
41,767
-429
| -1% | -$64.8K | 1.59% | 6 |
|
|
2019
Q2 | $6.33M | Sell |
42,196
-8,140
| -16% | -$1.22M | 1.4% | 7 |
|
|
2019
Q1 | $7.29M | Buy |
+50,336
| New | +$7.29M | 1.58% | 6 |
|
|
2018
Q4 | – | Sell |
-35,018
| Closed | -$5.25M | – | 347 |
|
|
2018
Q3 | $5.25M | Sell |
35,018
-6,982
| -17% | -$1.05M | 1.77% | 7 |
|
|
2018
Q2 | $5.9M | Buy |
42,000
+2,731
| +7% | +$384K | 1.88% | 8 |
|
|
2018
Q1 | $5.35M | Buy |
39,269
+18,962
| +93% | +$2.58M | 1.58% | 7 |
|
|
2017
Q4 | $2.81M | Sell |
20,307
-27,364
| -57% | -$3.79M | 0.65% | 34 |
|
|
2017
Q3 | $6.18M | Sell |
47,671
-9,628
| -17% | -$1.25M | 2.01% | 4 |
|
|
2017
Q2 | $7.13M | Buy |
+57,299
| New | +$7.13M | 1.96% | 3 |
|