Integrated Wealth Concepts’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.5M | Buy |
|
|||||
|
2025
Q1 | $50.6M | Sell |
|
|||||
|
2024
Q4 | $54.1M | Buy |
|
|||||
|
2024
Q3 | $43.7M | Buy |
|
|||||
|
2024
Q2 | $41M | Buy |
|
|||||
|
2024
Q1 | $39.1M | Sell |
|
|||||
|
2023
Q4 | $37.8M | Sell |
|
|||||
|
2023
Q3 | $35.2M | Sell |
|
|||||
|
2023
Q2 | $36.9M | Buy |
|
|||||
|
2023
Q1 | $32.5M | Buy |
|
|||||
|
2022
Q4 | $21.3M | Buy |
|
|||||
|
2022
Q3 | $19.5M | Sell |
|
|||||
|
2022
Q2 | $21.7M | Sell |
|
|||||
|
2022
Q1 | $26.3M | Buy |
|
|||||
|
2021
Q4 | $19.3M | Sell |
|
|||||
|
2021
Q3 | $18.4M | Buy |
|
|||||
|
2021
Q2 | $17.4M | Sell |
|
|||||
|
2021
Q1 | $18.3M | Buy |
|
|||||
|
2020
Q4 | $14.4M | Buy |
|
|||||
|
2020
Q3 | $12.6M | Buy |
|
|||||
|
2020
Q2 | $11.1M | Sell |
|
|||||
|
2020
Q1 | $9.5M | Sell |
|
|||||
|
2019
Q4 | $12.6M | Buy |
|
|||||
|
2019
Q3 | $10.9M | Sell |
|
|||||
|
2019
Q2 | $19.7M | Buy |
|
|||||
|
2019
Q1 | $18.2M | Buy |
|
|||||
|
2018
Q4 | $14.8M | Buy |
|
|||||
|
2018
Q3 | $17.4M | Buy |
|
|||||
|
2018
Q2 | $1.46M | Sell |
|
|||||
|
2018
Q1 | $17.8M | Buy |
|
|||||
|
2017
Q4 | $18.4M | Buy |
|