Measured Wealth Private Client 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 | $1.57M | Sell |
5,167
-15
| -0.3% | -$4.56K | 0.47% | 31 |
|
|
2025
Q1 | $1.42M | Sell |
5,182
-1,011
| -16% | -$278K | 0.46% | 30 |
|
|
2024
Q4 | $1.79M | Buy |
6,193
+1,326
| +27% | +$384K | 0.58% | 27 |
|
|
2024
Q3 | $1.38M | Buy |
4,867
+67
| +1% | +$19K | 0.46% | 30 |
|
|
2024
Q2 | $1.28M | Sell |
4,800
-497
| -9% | -$133K | 0.45% | 28 |
|
|
2024
Q1 | $1.38M | Sell |
5,297
-352
| -6% | -$91.5K | 0.48% | 25 |
|
|
2023
Q4 | $1.34M | Buy |
5,649
+124
| +2% | +$29.4K | 0.49% | 24 |
|
|
2023
Q3 | $1.17M | Sell |
5,525
-389
| -7% | -$82.6K | 0.47% | 30 |
|
|
2023
Q2 | $1.3M | Sell |
5,914
-26
| -0.4% | -$5.73K | 0.49% | 24 |
|
|
2023
Q1 | $1.21M | Buy |
5,940
+398
| +7% | +$81.2K | 0.47% | 30 |
|
|
2022
Q4 | $1.06M | Buy |
5,542
+25
| +0.5% | +$4.78K | 0.44% | 34 |
|
|
2022
Q3 | $990K | Hold |
5,517
| – | – | 0.44% | 34 |
|
|
2022
Q2 | $1.04M | Sell |
5,517
-2,654
| -32% | -$501K | 0.46% | 32 |
|
|
2022
Q1 | $1.86M | Sell |
8,171
-912
| -10% | -$208K | 0.68% | 19 |
|
|
2021
Q4 | $2.19M | Sell |
9,083
-63
| -0.7% | -$15.2K | 0.78% | 19 |
|
|
2021
Q3 | $2.03M | Sell |
9,146
-1,586
| -15% | -$352K | 0.78% | 23 |
|
|
2021
Q2 | $2.39M | Hold |
10,732
| – | – | 0.76% | 24 |
|
|
2021
Q1 | $2.22M | Sell |
10,732
-155
| -1% | -$32K | 0.79% | 23 |
|
|
2020
Q4 | $2.12M | Buy |
10,887
+2
| +0% | +$389 | 0.88% | 18 |
|
|
2020
Q3 | $1.85M | Sell |
10,885
-301
| -3% | -$51.3K | 0.9% | 18 |
|
|
2020
Q2 | $1.75M | Buy |
11,186
+4
| +0% | +$626 | 1.02% | 14 |
|
|
2020
Q1 | $1.44M | Buy |
11,182
+715
| +7% | +$92.2K | 1.12% | 17 |
|
|
2019
Q4 | $1.71M | Sell |
10,467
-1,314
| -11% | -$215K | 1.14% | 15 |
|
|
2019
Q3 | $1.78M | Sell |
11,781
-22,109
| -65% | -$3.34M | 1.15% | 19 |
|
|
2019
Q2 | $5.09M | Sell |
33,890
-494
| -1% | -$74.1K | 2.94% | 6 |
|
|
2019
Q1 | $4.98M | Buy |
34,384
+1,018
| +3% | +$147K | 3.07% | 6 |
|
|
2018
Q4 | $4.26M | Buy |
33,366
+1,658
| +5% | +$212K | 3.86% | 6 |
|
|
2018
Q3 | $4.74M | Buy |
31,708
+2,130
| +7% | +$319K | 2.85% | 6 |
|
|
2018
Q2 | $4.15M | Buy |
+29,578
| New | +$4.15M | 3.38% | 6 |
|
|
2017
Q3 | $3.32M | Buy |
+25,664
| New | +$3.32M | 4.54% | 6 |
|