Mutual Advisors’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 | $27.3M | Buy |
87,117
+4,077
| +5% | +$1.28M | 0.68% | 19 |
|
2025
Q1 | $22.5M | Sell |
83,040
-15,355
| -16% | -$4.16M | 0.64% | 21 |
|
2024
Q4 | $28.9M | Sell |
98,395
-3,913
| -4% | -$1.15M | 0.84% | 14 |
|
2024
Q3 | $29.2M | Sell |
102,308
-14,811
| -13% | -$4.23M | 0.85% | 13 |
|
2024
Q2 | $31.6M | Buy |
117,119
+6,675
| +6% | +$1.8M | 0.95% | 13 |
|
2024
Q1 | $28.7M | Buy |
110,444
+2,538
| +2% | +$660K | 0.92% | 12 |
|
2023
Q4 | $25.6M | Buy |
107,906
+29,310
| +37% | +$6.95M | 0.89% | 13 |
|
2023
Q3 | $16.7M | Sell |
78,596
-2,963
| -4% | -$629K | 0.65% | 21 |
|
2023
Q2 | $18M | Buy |
81,559
+3,550
| +5% | +$782K | 0.68% | 20 |
|
2023
Q1 | $15.9M | Buy |
78,009
+21,128
| +37% | +$4.31M | 0.65% | 19 |
|
2022
Q4 | $10.9M | Buy |
56,881
+18,532
| +48% | +$3.54M | 0.49% | 27 |
|
2022
Q3 | $6.88M | Buy |
38,349
+5,174
| +16% | +$929K | 0.35% | 56 |
|
2022
Q2 | $6.26M | Sell |
33,175
-4,855
| -13% | -$916K | 0.41% | 48 |
|
2022
Q1 | $8.66M | Buy |
38,030
+20
| +0.1% | +$4.55K | 0.48% | 33 |
|
2021
Q4 | $9.18M | Sell |
38,010
-1,914
| -5% | -$462K | 0.49% | 32 |
|
2021
Q3 | $8.87M | Buy |
39,924
+1,990
| +5% | +$442K | 0.52% | 29 |
|
2021
Q2 | $8.45M | Buy |
37,934
+4,122
| +12% | +$918K | 0.5% | 31 |
|
2021
Q1 | $6.99M | Buy |
33,812
+1,349
| +4% | +$279K | 0.48% | 42 |
|
2020
Q4 | $6.32M | Buy |
32,463
+4,360
| +16% | +$849K | 0.47% | 41 |
|
2020
Q3 | $4.79M | Sell |
28,103
-590
| -2% | -$100K | 0.42% | 50 |
|
2020
Q2 | $4.49M | Sell |
28,693
-25,999
| -48% | -$4.07M | 0.44% | 47 |
|
2020
Q1 | $7.05M | Sell |
54,692
-1,415
| -3% | -$182K | 0.96% | 19 |
|
2019
Q4 | $9.18M | Sell |
56,107
-2,391
| -4% | -$391K | 0.98% | 19 |
|
2019
Q3 | $8.83M | Buy |
58,498
+2,661
| +5% | +$402K | 1.17% | 11 |
|
2019
Q2 | $8.38M | Buy |
55,837
+3,093
| +6% | +$464K | 1.09% | 10 |
|
2019
Q1 | $7.63M | Buy |
52,744
+595
| +1% | +$86.1K | 1.13% | 14 |
|
2018
Q4 | $6.66M | Sell |
52,149
-22,843
| -30% | -$2.92M | 1.31% | 9 |
|
2018
Q3 | $11.2M | Buy |
74,992
+34,330
| +84% | +$5.14M | 1.7% | 7 |
|
2018
Q2 | $5.71M | Buy |
40,662
+27,189
| +202% | +$3.82M | 1.3% | 8 |
|
2018
Q1 | $1.83M | Buy |
13,473
+169
| +1% | +$22.9K | 0.46% | 43 |
|
2017
Q4 | $1.83M | Buy |
+13,304
| New | +$1.83M | 0.69% | 32 |
|