MAI Capital Management’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 | $108M | Sell |
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|
2025
Q1 | $98.8M | Sell |
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|
2024
Q4 | $110M | Buy |
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|
2024
Q3 | $103M | Sell |
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|
2024
Q2 | $98.4M | Buy |
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|
2024
Q1 | $95.1M | Buy |
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|
2023
Q4 | $82M | Sell |
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|
2023
Q3 | $75.6M | Sell |
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|
2023
Q2 | $79.2M | Buy |
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|
2023
Q1 | $72.6M | Sell |
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|
2022
Q4 | $68.3M | Sell |
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|
2022
Q3 | $64.4M | Buy |
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|
2022
Q2 | $63.5M | Buy |
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|
2022
Q1 | $70.2M | Buy |
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|
2021
Q4 | $72.8M | Sell |
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|
2021
Q3 | $67.5M | Sell |
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|
2021
Q2 | $68.5M | Sell |
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|
2021
Q1 | $63.9M | Buy |
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|
2020
Q4 | $59.3M | Buy |
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|
2020
Q3 | $27.9M | Sell |
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|
2020
Q2 | $25.7M | Sell |
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|
2020
Q1 | $21.6M | Buy |
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|
2019
Q4 | $26.2M | Buy |
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|
2019
Q3 | $23.5M | Buy |
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|
2019
Q2 | $22.4M | Buy |
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|
2019
Q1 | $20.4M | Buy |
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|
2018
Q4 | $17.3M | Buy |
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|
2018
Q3 | $3.46M | Sell |
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|
2018
Q2 | $3.29M | Buy |
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|
2018
Q1 | $2.79M | Buy |
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|
2017
Q4 | $2.81M | Sell |
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|
2017
Q3 | $2.71M | Buy |
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|
2017
Q2 | $1.5M | Sell |
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|
2017
Q1 | $1.48M | Buy |
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|
2016
Q4 | $1.38M | Sell |
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|
2016
Q3 | $1.34M | Buy |
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|
2016
Q2 | $1.29M | Sell |
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|
2016
Q1 | $1.26M | Buy |
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|
2015
Q4 | $1.24M | Buy |
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|
2015
Q3 | $1.17M | Buy |
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|
2015
Q2 | $1.27M | Sell |
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|
2015
Q1 | $1.34M | Buy |
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|
2014
Q4 | $1.22M | Buy |
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