IAN
Integrated Advisors Network’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 | $14.7M | Buy |
48,462
+1,158
| +2% | +$352K | 0.67% | 26 |
|
|
2025
Q1 | $13M | Sell |
47,304
-458
| -1% | -$126K | 0.66% | 23 |
|
|
2024
Q4 | $13.8M | Sell |
47,762
-1,275
| -3% | -$370K | 0.66% | 26 |
|
|
2024
Q3 | $13.9M | Buy |
49,037
+1,326
| +3% | +$375K | 0.66% | 26 |
|
|
2024
Q2 | $12.8M | Buy |
47,711
+4,245
| +10% | +$1.14M | 0.65% | 25 |
|
|
2024
Q1 | $11.3M | Buy |
43,466
+1,273
| +3% | +$331K | 0.57% | 32 |
|
|
2023
Q4 | $10M | Sell |
42,193
-2,731
| -6% | -$648K | 0.57% | 34 |
|
|
2023
Q3 | $9.54M | Buy |
44,924
+448
| +1% | +$95.2K | 0.58% | 32 |
|
|
2023
Q2 | $9.8M | Sell |
44,476
-10,642
| -19% | -$2.34M | 0.56% | 35 |
|
|
2023
Q1 | $11.2M | Buy |
55,118
+9,716
| +21% | +$1.98M | 0.68% | 26 |
|
|
2022
Q4 | $8.68M | Buy |
45,402
+11,385
| +33% | +$2.18M | 0.56% | 37 |
|
|
2022
Q3 | $6.11M | Buy |
34,017
+2,208
| +7% | +$396K | 0.41% | 53 |
|
|
2022
Q2 | $6M | Buy |
31,809
+797
| +3% | +$150K | 0.39% | 60 |
|
|
2022
Q1 | $7.06M | Sell |
31,012
-39,163
| -56% | -$8.92M | 0.41% | 55 |
|
|
2021
Q4 | $16.9M | Sell |
70,175
-5,246
| -7% | -$1.27M | 1% | 18 |
|
|
2021
Q3 | $16.7M | Sell |
75,421
-48,322
| -39% | -$10.7M | 1.11% | 15 |
|
|
2021
Q2 | $27.6M | Buy |
123,743
+84,735
| +217% | +$18.9M | 2.03% | 5 |
|
|
2021
Q1 | $8.06M | Buy |
39,008
+8,233
| +27% | +$1.7M | 0.74% | 26 |
|
|
2020
Q4 | $5.99M | Buy |
30,775
+1,887
| +7% | +$367K | 0.66% | 30 |
|
|
2020
Q3 | $4.92M | Buy |
28,888
+3,871
| +15% | +$659K | 0.62% | 36 |
|
|
2020
Q2 | $3.92M | Sell |
25,017
-1,009
| -4% | -$158K | 0.46% | 50 |
|
|
2020
Q1 | $3.36M | Buy |
26,026
+17,110
| +192% | +$2.21M | 0.66% | 36 |
|
|
2019
Q4 | $1.46M | Buy |
+8,916
| New | +$1.46M | 0.2% | 153 |
|