Kovitz Investment Group Partners’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 | $267M | Sell |
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|
2025
Q1 | $248M | Buy |
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|
2024
Q4 | $261M | Buy |
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|
2024
Q3 | $166M | Buy |
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|
2024
Q2 | $129M | Buy |
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|
2024
Q1 | $53.1M | Buy |
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|
2023
Q4 | $47.4M | Buy |
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|
2023
Q3 | $41.3M | Buy |
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|
2023
Q2 | $41.1M | Buy |
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|
2023
Q1 | $37M | Buy |
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|
2022
Q4 | $8.86M | Sell |
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|
2022
Q3 | $8.54M | Sell |
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|
2022
Q2 | $9.52M | Buy |
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|
2022
Q1 | $11.1M | Sell |
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|
2021
Q4 | $9.56M | Buy |
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|
2021
Q3 | $10.9M | Sell |
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|
2021
Q2 | $11.1M | Buy |
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|
2021
Q1 | $10.1M | Sell |
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|
2020
Q4 | $9.56M | Buy |
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|
2020
Q3 | $8.28M | Sell |
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|
2020
Q2 | $7.66M | Buy |
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|
2020
Q1 | $6.2M | Buy |
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|
2019
Q4 | $5.66M | Buy |
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|
2019
Q3 | $4.57M | Buy |
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|
2019
Q2 | $2.53M | Buy |
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|
2019
Q1 | $2.27M | Sell |
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|
2018
Q4 | $2.05M | Buy |
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|
2018
Q3 | $2.06M | Buy |
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|
2018
Q2 | $1.6M | Sell |
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|
2018
Q1 | $1.72M | Sell |
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|
2017
Q4 | $1.9K | Sell |
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|
2017
Q3 | $1.89M | Sell |
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|
2017
Q2 | $1.84M | Buy |
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|
2017
Q1 | $1.74M | Buy |
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|
2016
Q4 | $1.64M | Sell |
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|
2016
Q3 | $1.64M | Sell |
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|
2016
Q2 | $1.61M | Buy |
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|
2016
Q1 | $1.41M | Buy |
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