Mogy Joel R Investment Counsel’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 | $1.39M | Sell |
4,584
-300
| -6% | -$91.2K | 0.08% | 57 |
|
|
2025
Q1 | $1.34M | Sell |
4,884
-38
| -0.8% | -$10.4K | 0.09% | 58 |
|
|
2024
Q4 | $1.43M | Sell |
4,922
-245
| -5% | -$71K | 0.08% | 59 |
|
|
2024
Q3 | $1.46M | Sell |
5,167
-150
| -3% | -$42.5K | 0.09% | 57 |
|
|
2024
Q2 | $1.42M | Sell |
5,317
-380
| -7% | -$102K | 0.09% | 55 |
|
|
2024
Q1 | $1.48M | Hold |
5,697
| – | – | 0.1% | 56 |
|
|
2023
Q4 | $1.35M | Buy |
5,697
+38
| +0.7% | +$9.01K | 0.1% | 56 |
|
|
2023
Q3 | $1.2M | Sell |
5,659
-12
| -0.2% | -$2.55K | 0.1% | 63 |
|
|
2023
Q2 | $1.25M | Buy |
5,671
+57
| +1% | +$12.6K | 0.1% | 67 |
|
|
2023
Q1 | $1.15M | Sell |
5,614
-92
| -2% | -$18.8K | 0.1% | 72 |
|
|
2022
Q4 | $1.09M | Sell |
5,706
-19
| -0.3% | -$3.63K | 0.11% | 69 |
|
|
2022
Q3 | $1.03M | Sell |
5,725
-82
| -1% | -$14.7K | 0.11% | 70 |
|
|
2022
Q2 | $1.1M | Sell |
5,807
-50
| -0.9% | -$9.43K | 0.11% | 71 |
|
|
2022
Q1 | $1.33M | Sell |
5,857
-1,097
| -16% | -$250K | 0.11% | 70 |
|
|
2021
Q4 | $1.68M | Buy |
6,954
+1,501
| +28% | +$362K | 0.12% | 60 |
|
|
2021
Q3 | $1.21M | Sell |
5,453
-6,060
| -53% | -$1.35M | 0.1% | 71 |
|
|
2021
Q2 | $2.57M | Buy |
11,513
+103
| +0.9% | +$22.9K | 0.22% | 51 |
|
|
2021
Q1 | $2.36M | Hold |
11,410
| – | – | 0.23% | 51 |
|
|
2020
Q4 | $2.22M | Sell |
11,410
-1
| -0% | -$195 | 0.22% | 50 |
|
|
2020
Q3 | $1.94M | Buy |
11,411
+6,136
| +116% | +$1.04M | 0.21% | 51 |
|
|
2020
Q2 | $826K | Sell |
5,275
-105
| -2% | -$16.4K | 0.1% | 74 |
|
|
2020
Q1 | $694K | Sell |
5,380
-553
| -9% | -$71.3K | 0.1% | 76 |
|
|
2019
Q4 | $971K | Buy |
5,933
+20
| +0.3% | +$3.27K | 0.12% | 79 |
|
|
2019
Q3 | $893K | Buy |
5,913
+25
| +0.4% | +$3.78K | 0.11% | 81 |
|
|
2019
Q2 | $884K | Hold |
5,888
| – | – | 0.12% | 79 |
|
|
2019
Q1 | $852K | Hold |
5,888
| – | – | 0.12% | 79 |
|
|
2018
Q4 | $751K | Sell |
5,888
-51
| -0.9% | -$6.51K | 0.12% | 79 |
|
|
2018
Q3 | $889K | Hold |
5,939
| – | – | 0.12% | 77 |
|
|
2018
Q2 | $834K | Hold |
5,939
| – | – | 0.12% | 77 |
|
|
2018
Q1 | $806K | Hold |
5,939
| – | – | 0.13% | 81 |
|
|
2017
Q4 | $815K | Sell |
5,939
-100
| -2% | -$13.7K | 0.13% | 82 |
|
|
2017
Q3 | $782K | Buy |
6,039
+2,246
| +59% | +$291K | 0.13% | 86 |
|
|
2017
Q2 | $472K | Buy |
3,793
+689
| +22% | +$85.7K | 0.08% | 96 |
|
|
2017
Q1 | $377K | Hold |
3,104
| – | – | 0.07% | 99 |
|
|
2016
Q4 | $358K | Hold |
3,104
| – | – | 0.06% | 103 |
|
|
2016
Q3 | $346K | Hold |
3,104
| – | – | 0.06% | 105 |
|
|
2016
Q2 | $333K | Hold |
3,104
| – | – | 0.06% | 108 |
|
|
2016
Q1 | $325K | Buy |
3,104
+2,685
| +641% | +$281K | 0.06% | 108 |
|
|
2015
Q4 | $438 | Sell |
419
-3,765
| -90% | -$3.94K | 0.08% | 100 |
|
|
2015
Q3 | $413K | Buy |
4,184
+5
| +0.1% | +$494 | 0.08% | 106 |
|
|
2015
Q2 | $447K | Buy |
4,179
+689
| +20% | +$73.7K | 0.08% | 106 |
|
|
2015
Q1 | $374K | Hold |
3,490
| – | – | 0.07% | 115 |
|
|
2014
Q4 | $370K | Hold |
3,490
| – | – | 0.07% | 120 |
|
|
2014
Q3 | $353K | Hold |
3,490
| – | – | 0.07% | 124 |
|
|
2014
Q2 | $355K | Sell |
3,490
-400
| -10% | -$40.7K | 0.07% | 123 |
|
|
2014
Q1 | $379K | Hold |
3,890
| – | – | 0.08% | 113 |
|
|
2013
Q4 | $373K | Hold |
3,890
| – | – | 0.08% | 116 |
|
|
2013
Q3 | $341K | Hold |
3,890
| – | – | 0.08% | 117 |
|
|
2013
Q2 | $322K | Buy |
+3,890
| New | +$322K | 0.08% | 118 |
|