Meridian Wealth Management’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 | $14.2M | Buy |
46,769
+5,002
| +12% | +$1.52M | 0.61% | 30 |
|
|
2025
Q1 | $11.5M | Buy |
41,767
+7,289
| +21% | +$2M | 0.56% | 38 |
|
|
2024
Q4 | $9.99M | Buy |
34,478
+3,591
| +12% | +$1.04M | 0.47% | 46 |
|
|
2024
Q3 | $8.75M | Buy |
+30,887
| New | +$8.75M | 0.43% | 51 |
|
|
2024
Q1 | – | Sell |
-28,651
| Closed | -$6.8M | – | 561 |
|
|
2023
Q4 | $6.8M | Buy |
28,651
+14,335
| +100% | +$3.4M | 0.43% | 49 |
|
|
2023
Q3 | $3.04M | Buy |
14,316
+1,369
| +11% | +$291K | 0.19% | 107 |
|
|
2023
Q2 | $2.85M | Buy |
12,947
+1,111
| +9% | +$245K | 0.24% | 88 |
|
|
2023
Q1 | $2.42M | Sell |
11,836
-14,726
| -55% | -$3.01M | 0.21% | 109 |
|
|
2022
Q4 | $5.08M | Buy |
26,562
+20,859
| +366% | +$3.99M | 0.5% | 38 |
|
|
2022
Q3 | $1.02M | Sell |
5,703
-1,640
| -22% | -$294K | 0.11% | 181 |
|
|
2022
Q2 | $1.39M | Buy |
7,343
+1,957
| +36% | +$369K | 0.11% | 195 |
|
|
2022
Q1 | $1.23M | Buy |
5,386
+201
| +4% | +$45.8K | 0.13% | 137 |
|
|
2021
Q4 | $1.25M | Buy |
5,185
+3,150
| +155% | +$761K | 0.13% | 138 |
|
|
2021
Q3 | $452K | Sell |
2,035
-308
| -13% | -$68.4K | 0.06% | 241 |
|
|
2021
Q2 | $522K | Sell |
2,343
-19
| -0.8% | -$4.23K | 0.07% | 218 |
|
|
2021
Q1 | $488K | Sell |
2,362
-198
| -8% | -$40.9K | 0.07% | 213 |
|
|
2020
Q4 | $498K | Sell |
2,560
-1,044
| -29% | -$203K | 0.08% | 189 |
|
|
2020
Q3 | $613K | Buy |
3,604
+1,527
| +74% | +$260K | 0.15% | 129 |
|
|
2020
Q2 | $325K | Sell |
2,077
-244
| -11% | -$38.2K | 0.11% | 154 |
|
|
2020
Q1 | $299K | Buy |
2,321
+87
| +4% | +$11.2K | 0.13% | 152 |
|
|
2019
Q4 | $365K | Buy |
2,234
+7
| +0.3% | +$1.14K | 0.18% | 129 |
|
|
2019
Q3 | $336K | Sell |
2,227
-258
| -10% | -$38.9K | 0.16% | 132 |
|
|
2019
Q2 | $3.73K | Buy |
2,485
+32
| +1% | +$48 | 0.15% | 118 |
|
|
2019
Q1 | $355K | Buy |
2,453
+255
| +12% | +$36.9K | 0.16% | 118 |
|
|
2018
Q4 | $280K | Sell |
2,198
-322
| -13% | -$41K | 0.16% | 120 |
|
|
2018
Q3 | $377K | Sell |
2,520
-409
| -14% | -$61.2K | 0.16% | 111 |
|
|
2018
Q2 | $411K | Sell |
2,929
-427
| -13% | -$59.9K | 0.19% | 109 |
|
|
2018
Q1 | $455K | Sell |
3,356
-881
| -21% | -$119K | 0.23% | 86 |
|
|
2017
Q4 | $504K | Sell |
4,237
-19
| -0.4% | -$2.26K | 0.31% | 76 |
|
|
2017
Q3 | $504K | Buy |
4,256
+985
| +30% | +$117K | 0.32% | 76 |
|
|
2017
Q2 | $407K | Buy |
3,271
+970
| +42% | +$121K | 0.26% | 91 |
|
|
2017
Q1 | $279K | Buy |
2,301
+369
| +19% | +$44.7K | 0.17% | 129 |
|
|
2016
Q4 | $227K | Buy |
+1,932
| New | +$227K | 0.18% | 114 |
|