Klingman & Associates’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
Q3 | $15.1M | Sell |
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|
2025
Q2 | $14.1M | Sell |
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|
2025
Q1 | $12.9M | Buy |
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|
2024
Q4 | $13.5M | Sell |
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|
2024
Q3 | $13.4M | Buy |
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|
2024
Q2 | $11.9M | Buy |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $9.66M | Buy |
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|
2023
Q2 | $9.8M | Buy |
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|
2023
Q1 | $9.07M | Sell |
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|
2022
Q4 | $8.9M | Sell |
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|
2022
Q3 | $8.39M | Buy |
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|
2022
Q2 | $8.71M | Buy |
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|
2022
Q1 | $9.21M | Buy |
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|
2021
Q4 | $9.77M | Buy |
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|
2021
Q3 | $8.95M | Buy |
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|
2021
Q2 | $8.88M | Buy |
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|
2021
Q1 | $8.19M | Buy |
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|
2020
Q4 | $7.51M | Buy |
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|
2020
Q3 | $6.56M | Sell |
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|
2020
Q2 | $6.78M | Buy |
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|
2020
Q1 | $4.27M | Buy |
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|
2019
Q4 | $4.62M | Buy |
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|
2019
Q3 | $4.24M | Buy |
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|
2019
Q2 | $4.08M | Sell |
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|
2019
Q1 | $3.96M | Buy |
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|
2018
Q4 | $3.46M | Buy |
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|
2018
Q3 | $3.44M | Buy |
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|
2018
Q2 | $2.29M | Buy |
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|
2018
Q1 | $1.35M | Hold |
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|
2017
Q4 | $1.36M | Buy |
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|
2017
Q3 | $1.17M | Hold |
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|
2017
Q2 | $1.13M | Buy |
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|
2017
Q1 | $1.09M | Sell |
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|
2016
Q4 | $1.07M | Sell |
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|
2016
Q3 | $2.67M | Hold |
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|
2016
Q2 | $2.57M | Hold |
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|
2016
Q1 | $2.52M | Hold |
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|
2015
Q4 | $2.5M | Hold |
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|
2015
Q3 | $2.37M | Hold |
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|
2015
Q2 | $2.57M | Hold |
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|
2015
Q1 | $2.57M | Hold |
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|
2014
Q4 | $2.54M | Buy |
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