McCollum Christoferson Group’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 | $398K | Sell |
1,311
-30
| -2% | -$9.12K | 0.12% | 49 |
|
2025
Q1 | $369K | Hold |
1,341
| – | – | 0.11% | 54 |
|
2024
Q4 | $389K | Hold |
1,341
| – | – | 0.11% | 53 |
|
2024
Q3 | $380K | Hold |
1,341
| – | – | 0.11% | 54 |
|
2024
Q2 | $359K | Hold |
1,341
| – | – | 0.11% | 55 |
|
2024
Q1 | $349K | Buy |
1,341
+4
| +0.3% | +$1.04K | 0.1% | 52 |
|
2023
Q4 | $317K | Hold |
1,337
| – | – | 0.1% | 50 |
|
2023
Q3 | $284K | Hold |
1,337
| – | – | 0.09% | 56 |
|
2023
Q2 | $295K | Hold |
1,337
| – | – | 0.08% | 58 |
|
2023
Q1 | $273K | Hold |
1,337
| – | – | 0.08% | 57 |
|
2022
Q4 | $256K | Hold |
1,337
| – | – | 0.08% | 56 |
|
2022
Q3 | $240K | Hold |
1,337
| – | – | 0.08% | 56 |
|
2022
Q2 | $252K | Hold |
1,337
| – | – | 0.08% | 57 |
|
2022
Q1 | $304K | Sell |
1,337
-10
| -0.7% | -$2.27K | 0.08% | 60 |
|
2021
Q4 | $325K | Buy |
1,347
+250
| +23% | +$60.3K | 0.07% | 60 |
|
2021
Q3 | $244K | Sell |
1,097
-137
| -11% | -$30.5K | 0.06% | 64 |
|
2021
Q2 | $275K | Sell |
1,234
-35
| -3% | -$7.8K | 0.07% | 62 |
|
2021
Q1 | $262K | Sell |
1,269
-65
| -5% | -$13.4K | 0.07% | 62 |
|
2020
Q4 | $260K | Sell |
1,334
-410
| -24% | -$79.9K | 0.07% | 61 |
|
2020
Q3 | $297K | Hold |
1,744
| – | – | 0.09% | 59 |
|
2020
Q2 | $273K | Hold |
1,744
| – | – | 0.09% | 56 |
|
2020
Q1 | $225K | Sell |
1,744
-524
| -23% | -$67.6K | 0.09% | 61 |
|
2019
Q4 | $371K | Buy |
2,268
+932
| +70% | +$152K | 0.12% | 58 |
|
2019
Q3 | $202K | Sell |
1,336
-225
| -14% | -$34K | 0.07% | 68 |
|
2019
Q2 | $234K | Sell |
1,561
-465
| -23% | -$69.7K | 0.08% | 63 |
|
2019
Q1 | $293K | Sell |
2,026
-130
| -6% | -$18.8K | 0.11% | 62 |
|
2018
Q4 | $275K | Sell |
2,156
-260
| -11% | -$33.2K | 0.12% | 60 |
|
2018
Q3 | $362K | Sell |
2,416
-35
| -1% | -$5.24K | 0.13% | 61 |
|
2018
Q2 | $344K | Sell |
2,451
-150
| -6% | -$21.1K | 0.14% | 61 |
|
2018
Q1 | $353K | Sell |
2,601
-30
| -1% | -$4.07K | 0.15% | 60 |
|
2017
Q4 | $361K | Buy |
+2,631
| New | +$361K | 0.15% | 60 |
|