Klingman & Associates’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 | $14.1M | Sell |
46,249
-507
| -1% | -$154K | 0.78% | 31 |
|
|
2025
Q1 | $12.9M | Buy |
46,756
+44
| +0.1% | +$12.1K | 0.79% | 30 |
|
|
2024
Q4 | $13.5M | Sell |
46,712
-639
| -1% | -$185K | 0.83% | 29 |
|
|
2024
Q3 | $13.4M | Buy |
47,351
+2,731
| +6% | +$773K | 0.83% | 29 |
|
|
2024
Q2 | $11.9M | Buy |
44,620
+1,616
| +4% | +$432K | 0.81% | 31 |
|
|
2024
Q1 | $11.2M | Sell |
43,004
-2
| -0% | -$520 | 0.78% | 32 |
|
|
2023
Q4 | $10.2M | Sell |
43,006
-2,485
| -5% | -$589K | 0.75% | 31 |
|
|
2023
Q3 | $9.66M | Buy |
45,491
+1,007
| +2% | +$214K | 0.78% | 29 |
|
|
2023
Q2 | $9.8M | Buy |
44,484
+49
| +0.1% | +$10.8K | 0.79% | 29 |
|
|
2023
Q1 | $9.07M | Sell |
44,435
-2,101
| -5% | -$429K | 0.78% | 30 |
|
|
2022
Q4 | $8.9M | Sell |
46,536
-193
| -0.4% | -$36.9K | 0.78% | 31 |
|
|
2022
Q3 | $8.39M | Buy |
46,729
+560
| +1% | +$100K | 0.82% | 30 |
|
|
2022
Q2 | $8.71M | Buy |
46,169
+5,698
| +14% | +$1.07M | 0.85% | 30 |
|
|
2022
Q1 | $9.21M | Buy |
40,471
+18
| +0% | +$4.1K | 0.78% | 27 |
|
|
2021
Q4 | $9.77M | Buy |
40,453
+170
| +0.4% | +$41K | 0.84% | 26 |
|
|
2021
Q3 | $8.95M | Buy |
40,283
+410
| +1% | +$91K | 0.84% | 27 |
|
|
2021
Q2 | $8.89M | Buy |
39,873
+273
| +0.7% | +$60.8K | 0.85% | 26 |
|
|
2021
Q1 | $8.19M | Buy |
39,600
+1,000
| +3% | +$207K | 0.85% | 26 |
|
|
2020
Q4 | $7.51M | Buy |
38,600
+91
| +0.2% | +$17.7K | 0.87% | 25 |
|
|
2020
Q3 | $6.56M | Sell |
38,509
-4,811
| -11% | -$819K | 0.88% | 24 |
|
|
2020
Q2 | $6.78M | Buy |
43,320
+10,227
| +31% | +$1.6M | 1.04% | 24 |
|
|
2020
Q1 | $4.27M | Buy |
33,093
+4,875
| +17% | +$628K | 0.87% | 25 |
|
|
2019
Q4 | $4.62M | Buy |
28,218
+151
| +0.5% | +$24.7K | 0.76% | 25 |
|
|
2019
Q3 | $4.24M | Buy |
28,067
+880
| +3% | +$133K | 0.76% | 25 |
|
|
2019
Q2 | $4.08M | Sell |
27,187
-196
| -0.7% | -$29.4K | 0.76% | 25 |
|
|
2019
Q1 | $3.96M | Buy |
27,383
+275
| +1% | +$39.8K | 0.77% | 26 |
|
|
2018
Q4 | $3.46M | Buy |
27,108
+4,100
| +18% | +$523K | 0.78% | 25 |
|
|
2018
Q3 | $3.44M | Buy |
23,008
+6,703
| +41% | +$1M | 0.7% | 24 |
|
|
2018
Q2 | $2.29M | Buy |
16,305
+6,360
| +64% | +$893K | 0.49% | 28 |
|
|
2018
Q1 | $1.35M | Hold |
9,945
| – | – | 0.3% | 34 |
|
|
2017
Q4 | $1.37M | Buy |
9,945
+887
| +10% | +$122K | 0.3% | 34 |
|
|
2017
Q3 | $1.17M | Hold |
9,058
| – | – | 0.29% | 34 |
|
|
2017
Q2 | $1.13M | Buy |
9,058
+80
| +0.9% | +$9.95K | 0.3% | 34 |
|
|
2017
Q1 | $1.09M | Sell |
8,978
-264
| -3% | -$32K | 0.3% | 34 |
|
|
2016
Q4 | $1.07M | Sell |
9,242
-14,758
| -61% | -$1.7M | 0.32% | 34 |
|
|
2016
Q3 | $2.67M | Hold |
24,000
| – | – | 0.8% | 23 |
|
|
2016
Q2 | $2.57M | Hold |
24,000
| – | – | 0.83% | 21 |
|
|
2016
Q1 | $2.52M | Hold |
24,000
| – | – | 0.9% | 22 |
|
|
2015
Q4 | $2.5M | Hold |
24,000
| – | – | 0.94% | 22 |
|
|
2015
Q3 | $2.37M | Hold |
24,000
| – | – | 0.93% | 20 |
|
|
2015
Q2 | $2.57M | Hold |
24,000
| – | – | 1.01% | 17 |
|
|
2015
Q1 | $2.57M | Hold |
24,000
| – | – | 1.06% | 16 |
|
|
2014
Q4 | $2.54M | Buy |
+24,000
| New | +$2.54M | 1.06% | 15 |
|