Investment Advisory Services’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.84M | Buy |
9,348
+48
| +0.5% | +$14.6K | 0.95% | 27 |
|
|
2025
Q1 | $2.56M | Buy |
9,300
+184
| +2% | +$50.6K | 0.92% | 31 |
|
|
2024
Q4 | $2.64M | Buy |
9,116
+71
| +0.8% | +$20.6K | 0.93% | 28 |
|
|
2024
Q3 | $2.56M | Buy |
9,045
+85
| +0.9% | +$24.1K | 0.9% | 28 |
|
|
2024
Q2 | $2.4M | Sell |
8,960
-45
| -0.5% | -$12K | 0.88% | 29 |
|
|
2024
Q1 | $2.34M | Sell |
9,005
-46
| -0.5% | -$12K | 0.86% | 30 |
|
|
2023
Q4 | $2.15M | Buy |
9,051
+522
| +6% | +$124K | 0.85% | 29 |
|
|
2023
Q3 | $1.81M | Buy |
8,529
+1
| +0% | +$212 | 0.78% | 30 |
|
|
2023
Q2 | $1.88M | Buy |
8,528
+231
| +3% | +$50.9K | 0.79% | 30 |
|
|
2023
Q1 | $1.69M | Sell |
8,297
-1,606
| -16% | -$328K | 0.83% | 30 |
|
|
2022
Q4 | $1.9M | Sell |
9,903
-527
| -5% | -$101K | 0.98% | 29 |
|
|
2022
Q3 | $1.87M | Buy |
10,430
+371
| +4% | +$66.6K | 1.12% | 25 |
|
|
2022
Q2 | $1.9M | Buy |
10,059
+698
| +7% | +$132K | 1.1% | 26 |
|
|
2022
Q1 | $2.13M | Buy |
9,361
+373
| +4% | +$84.9K | 1.19% | 26 |
|
|
2021
Q4 | $2.17M | Buy |
8,988
+14
| +0.2% | +$3.38K | 1.18% | 26 |
|
|
2021
Q3 | $1.99M | Buy |
8,974
+183
| +2% | +$40.6K | 1.22% | 24 |
|
|
2021
Q2 | $1.96M | Buy |
+8,791
| New | +$1.96M | 1.21% | 25 |
|
|
2020
Q4 | $1.55M | Buy |
7,979
+915
| +13% | +$178K | 1.09% | 30 |
|
|
2020
Q3 | $1.2M | Sell |
7,064
-184
| -3% | -$31.3K | 0.95% | 33 |
|
|
2020
Q2 | $1.13M | Buy |
7,248
+1
| +0% | +$156 | 0.97% | 30 |
|
|
2020
Q1 | $934K | Buy |
7,247
+133
| +2% | +$17.1K | 1% | 30 |
|
|
2019
Q4 | $1.23M | Buy |
+7,114
| New | +$1.23M | 1.11% | 34 |
|