Interactive Financial Advisors’s Vanguard Morningstar 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-11,005
| Closed | -$428K | – | 79 |
|
|
2026
Q1 | $428K | Buy |
+11,005
| New | +$3.69M | 0.28% | 53 |
|
|
2023
Q1 | – | Sell |
-493
| Closed | -$94.3K | – | 160 |
|
|
2022
Q4 | $94.3K | Buy |
493
+214
| +77% | +$41.2K | 0.06% | 110 |
|
|
2022
Q3 | $50K | Sell |
279
-243
| -47% | -$48.4K | 0.03% | 122 |
|
|
2022
Q2 | $126K | Sell |
522
-63
| -11% | -$12.9K | 0.06% | 92 |
|
|
2022
Q1 | $127K | Sell |
585
-24,435
| -98% | -$5.5M | 0.06% | 101 |
|
|
2021
Q4 | $6.04M | Sell |
25,020
-3,390
| -12% | -$800K | 2.3% | 11 |
|
|
2021
Q3 | $6.31M | Buy |
28,410
+28,036
| +7,496% | +$6.39M | 2.76% | 8 |
|
|
2021
Q2 | $83K | Sell |
374
-1,096
| -75% | -$238K | 0.03% | 110 |
|
|
2021
Q1 | $213K | Sell |
1,470
-33,637
| -96% | -$6.81M | 0.09% | 80 |
|
|
2020
Q4 | $6.83M | Buy |
35,107
+34,504
| +5,722% | +$6.31M | 3.11% | 9 |
|
|
2020
Q3 | $103K | Sell |
603
-42,594
| -99% | -$7.16M | 0.05% | 85 |
|
|
2020
Q2 | $6.76M | Buy |
+43,197
| New | +$6.37M | 3.33% | 11 |
|
|
2020
Q1 | – | Sell |
-46,604
| Closed | -$7.63M | – | 130 |
|
|
2019
Q4 | $7.63M | Buy |
46,604
+13,416
| +40% | +$2.1M | 3.44% | 8 |
|
|
2019
Q3 | $5.01M | Buy |
33,188
+32,634
| +5,891% | +$4.92M | 2.3% | 14 |
|
|
2019
Q2 | $83K | Buy |
+554
| New | +$81.6K | 0.04% | 96 |
|
|
2018
Q4 | – | Sell |
-44,935
| Closed | -$6.72M | – | 124 |
|
|
2018
Q3 | $6.72M | Buy |
44,935
+44,189
| +5,923% | +$6.5M | 3.2% | 10 |
|
|
2018
Q2 | $105K | Buy |
746
+415
| +125% | +$57.9K | 0.05% | 82 |
|
|
2018
Q1 | $45K | Sell |
331
-417
| -56% | -$58.5K | 0.02% | 89 |
|
|
2017
Q4 | $103K | Sell |
748
-121
| -14% | -$16.2K | 0.05% | 78 |
|
|
2017
Q3 | $113K | Sell |
869
-65,914
| -99% | -$8.35M | 0.05% | 71 |
|
|
2017
Q2 | $8.31M | Buy |
66,783
+65,637
| +5,727% | +$8.09M | 3.91% | 9 |
|
|
2017
Q1 | $139K | Sell |
1,146
-117
| -9% | -$14K | 0.07% | 65 |
|
|
2016
Q4 | $146K | Sell |
1,263
-33
| -3% | -$3.71K | 0.07% | 63 |
|
|
2016
Q3 | $144K | Buy |
+1,296
| New | +$144K | 0.07% | 62 |
|
|
2016
Q1 | – | Sell |
-923
| Closed | -$96K | – | 112 |
|
|
2015
Q4 | $96K | Buy |
+923
| New | +$97.2K | 0.06% | 50 |
|
|
2015
Q3 | – | Sell |
-922
| Closed | -$99K | – | 117 |
|
|
2015
Q2 | $99K | Sell |
922
-41,890
| -98% | -$4.57M | 0.05% | 60 |
|
|
2015
Q1 | $4.59M | Buy |
42,812
+42,331
| +8,801% | +$4.52M | 2.47% | 12 |
|
|
2014
Q4 | $51K | Buy |
481
+68
| +16% | +$7.04K | 0.03% | 67 |
|
|
2014
Q3 | $42K | Sell |
413
-9,145
| -96% | -$935K | 0.02% | 67 |
|
|
2014
Q2 | $973K | Buy |
9,558
+9,526
| +29,769% | +$939K | 0.55% | 35 |
|
|
2014
Q1 | $3K | Buy |
+32
| New | +$3.06K | ﹤0.01% | 85 |
|
Other funds holding VTI
RIM
WI
Interactive Financial Advisors's VTI Position: Q2 2026 in Review
Interactive Financial Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 11,005 shares — an estimated $428K sold.
Interactive Financial Advisors first reported a position in VTI in Q1 2014 and held it in 31 quarters. The position peaked at $8.31M in Q2 2017. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Interactive Financial Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
- Interactive Financial Advisors sold 11,005 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $428K.
- Interactive Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2014 and held it in 31 quarters.
- Interactive Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $8.31M in Q2 2017.
- 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.