McKinley Carter Wealth Services’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 | $1.58M | Sell |
5,195
-520
| -9% | -$158K | 0.09% | 131 |
|
|
2025
Q1 | $1.57M | Sell |
5,715
-194
| -3% | -$53.3K | 0.1% | 128 |
|
|
2024
Q4 | $1.71M | Sell |
5,909
-97
| -2% | -$28.1K | 0.1% | 120 |
|
|
2024
Q3 | $1.7M | Sell |
6,006
-76
| -1% | -$21.5K | 0.1% | 128 |
|
|
2024
Q2 | $1.63M | Sell |
6,082
-610
| -9% | -$163K | 0.1% | 126 |
|
|
2024
Q1 | $1.74M | Sell |
6,692
-278
| -4% | -$72.2K | 0.12% | 116 |
|
|
2023
Q4 | $1.65M | Sell |
6,970
-697
| -9% | -$165K | 0.12% | 114 |
|
|
2023
Q3 | $1.63M | Buy |
7,667
+131
| +2% | +$27.8K | 0.13% | 113 |
|
|
2023
Q2 | $1.66M | Buy |
7,536
+1,660
| +28% | +$366K | 0.12% | 116 |
|
|
2023
Q1 | $1.2M | Sell |
5,876
-143
| -2% | -$29.2K | 0.09% | 134 |
|
|
2022
Q4 | $1.15M | Buy |
6,019
+139
| +2% | +$26.6K | 0.1% | 134 |
|
|
2022
Q3 | $1.06M | Buy |
5,880
+156
| +3% | +$28K | 0.1% | 128 |
|
|
2022
Q2 | $1.08M | Sell |
5,724
-83
| -1% | -$15.7K | 0.1% | 133 |
|
|
2022
Q1 | $1.32M | Sell |
5,807
-378
| -6% | -$86.1K | 0.1% | 125 |
|
|
2021
Q4 | $1.49M | Sell |
6,185
-17
| -0.3% | -$4.1K | 0.11% | 122 |
|
|
2021
Q3 | $1.38M | Sell |
6,202
-607
| -9% | -$135K | 0.11% | 125 |
|
|
2021
Q2 | $1.52M | Sell |
6,809
-161
| -2% | -$35.9K | 0.13% | 122 |
|
|
2021
Q1 | $1.44M | Buy |
6,970
+920
| +15% | +$190K | 0.12% | 126 |
|
|
2020
Q4 | $1.18M | Buy |
6,050
+3,950
| +188% | +$769K | 0.15% | 122 |
|
|
2020
Q3 | $358K | Sell |
2,100
-604
| -22% | -$103K | 0.08% | 107 |
|
|
2020
Q2 | $423K | Buy |
2,704
+815
| +43% | +$127K | 0.1% | 101 |
|
|
2020
Q1 | $244K | Sell |
1,889
-275
| -13% | -$35.5K | 0.07% | 124 |
|
|
2019
Q4 | $354K | Sell |
2,164
-15
| -0.7% | -$2.45K | 0.08% | 126 |
|
|
2019
Q3 | $329K | Buy |
2,179
+513
| +31% | +$77.5K | 0.08% | 130 |
|
|
2019
Q2 | $250K | Sell |
1,666
-516
| -24% | -$77.4K | 0.07% | 141 |
|
|
2019
Q1 | $316K | Buy |
2,182
+7
| +0.3% | +$1.01K | 0.09% | 127 |
|
|
2018
Q4 | $278K | Buy |
2,175
+202
| +10% | +$25.8K | 0.09% | 130 |
|
|
2018
Q3 | $295K | Sell |
1,973
-744
| -27% | -$111K | 0.09% | 134 |
|
|
2018
Q2 | $382K | Sell |
2,717
-63
| -2% | -$8.86K | 0.12% | 113 |
|
|
2018
Q1 | $377K | Sell |
2,780
-225
| -7% | -$30.5K | 0.12% | 115 |
|
|
2017
Q4 | $412K | Sell |
3,005
-508
| -14% | -$69.6K | 0.14% | 105 |
|
|
2017
Q3 | $455K | Buy |
3,513
+219
| +7% | +$28.4K | 0.17% | 92 |
|
|
2017
Q2 | $410K | Sell |
3,294
-458
| -12% | -$57K | 0.18% | 85 |
|
|
2017
Q1 | $455K | Sell |
3,752
-157
| -4% | -$19K | 0.21% | 79 |
|
|
2016
Q4 | $451K | Buy |
3,909
+1,250
| +47% | +$144K | 0.23% | 77 |
|
|
2016
Q3 | $296K | Sell |
2,659
-694
| -21% | -$77.3K | 0.15% | 94 |
|
|
2016
Q2 | $359K | Sell |
3,353
-384
| -10% | -$41.1K | 0.19% | 88 |
|
|
2016
Q1 | $392K | Buy |
3,737
+935
| +33% | +$98.1K | 0.22% | 84 |
|
|
2015
Q4 | $292K | Sell |
2,802
-13
| -0.5% | -$1.36K | 0.17% | 91 |
|
|
2015
Q3 | $278K | Sell |
2,815
-25
| -0.9% | -$2.47K | 0.17% | 89 |
|
|
2015
Q2 | $304K | Sell |
2,840
-385
| -12% | -$41.2K | 0.16% | 104 |
|
|
2015
Q1 | $346K | Buy |
3,225
+777
| +32% | +$83.4K | 0.22% | 83 |
|
|
2014
Q4 | $259K | Buy |
2,448
+60
| +3% | +$6.35K | 0.2% | 87 |
|
|
2014
Q3 | $242K | Buy |
+2,388
| New | +$242K | 0.23% | 79 |
|