Merriman Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Merriman Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$3.73M	Buy	12,885 +351	+3%	+$102K	0.16%	49
2024 Q3	$3.56M	Buy	12,534 +441	+4%	+$120K	0.14%	60
2024 Q2	$3.24M	Buy	12,093 +345	+3%	+$89.3K	0.14%	62
2024 Q1	$3.05M	Sell	11,748 -649	-5%	-$161K	0.14%	61
2023 Q4	$2.94M	Sell	12,397 -5,411	-30%	-$1.2M	0.14%	61
2023 Q3	$3.78M	Sell	17,808 -41	-0.2%	-$9.07K	0.2%	44
2023 Q2	$3.93M	Buy	17,849 +627	+4%	+$131K	0.19%	62
2023 Q1	$3.52M	Sell	17,222 -1,561	-8%	-$312K	0.18%	52
2022 Q4	$3.59M	Buy	18,783 +2,095	+13%	+$404K	0.18%	57
2022 Q3	$3M	Sell	16,688 -371	-2%	-$73.9K	0.2%	35
2022 Q2	$3.22M	Buy	17,059 +1,294	+8%	+$266K	0.23%	32
2022 Q1	$3.59M	Sell	15,765 -80	-0.5%	-$18K	0.29%	39
2021 Q4	$3.83M	Sell	15,845 -2,606	-14%	-$615K	0.28%	49
2021 Q3	$4.1M	Sell	18,451 -763	-4%	-$174K	0.34%	45
2021 Q2	$4.28M	Sell	19,214 -2,976	-13%	-$646K	0.37%	49
2021 Q1	$4.59M	Sell	22,190 -764	-3%	-$155K	0.52%	42
2020 Q4	$4.47M	Sell	22,954 -2,119	-8%	-$387K	0.48%	48
2020 Q3	$4.27M	Buy	25,073 +442	+2%	+$74.3K	0.64%	38
2020 Q2	$3.86M	Buy	24,631 +539	+2%	+$79.5K	0.61%	39
2020 Q1	$3.11M	Buy	24,092 +10,879	+82%	+$1.68M	0.68%	26
2019 Q4	$2.16M	Buy	13,213 +230	+2%	+$36K	0.42%	53
2019 Q3	$1.96M	Sell	12,983 -480	-4%	-$72.4K	0.4%	58
2019 Q2	$20.3K	Sell	13,463 -356	-3%	-$52.4K	0.39%	58
2019 Q1	$2M	Sell	13,819 -1,015	-7%	-$142K	0.38%	57
2018 Q4	$1.91M	Sell	14,834 -46,108	-76%	-$6.37M	0.41%	32
2018 Q3	$9.12M	Sell	60,942 -160	-0.3%	-$23.5K	1.95%	9
2018 Q2	$8.58M	Buy	61,102 +44,341	+265%	+$6.19M	1.96%	8
2018 Q1	$2.27M	Buy	+16,761	New	+$2.35M	0.6%	40
2017 Q4	–	Sell	-11,638	Closed	-$1.51M	–	187
2017 Q3	$1.51M	Buy	+11,638	New	+$1.47M	0.36%	64
2016 Q4	–	Sell	-2,344	Closed	-$261K	–	178
2016 Q3	$261K	Buy	+2,344	New	+$260K	0.05%	119
2015 Q4	–	Sell	-3,141	Closed	-$310K	–	56
2015 Q3	$310K	Buy	+3,141	New	+$330K	0.17%	36