Nadler Financial 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 | $74.8M | Sell |
245,980
-14,081
| -5% | -$4.28M | 7.65% | 3 |
|
|
2025
Q1 | $71.5M | Sell |
260,061
-2,985
| -1% | -$820K | 7.92% | 2 |
|
|
2024
Q4 | $76.2M | Buy |
263,046
+3,695
| +1% | +$1.07M | 8.03% | 1 |
|
|
2024
Q3 | $73.4M | Buy |
259,351
+4,322
| +2% | +$1.22M | 8.1% | 2 |
|
|
2024
Q2 | $68.2M | Buy |
255,029
+5,404
| +2% | +$1.45M | 8.02% | 2 |
|
|
2024
Q1 | $64.9M | Sell |
249,625
-3,810
| -2% | -$990K | 8% | 2 |
|
|
2023
Q4 | $60.1M | Buy |
253,435
+4,935
| +2% | +$1.17M | 8.1% | 2 |
|
|
2023
Q3 | $52.8M | Buy |
248,500
+2,199
| +0.9% | +$467K | 8% | 2 |
|
|
2023
Q2 | $54.3M | Buy |
246,301
+5,171
| +2% | +$1.14M | 7.93% | 3 |
|
|
2023
Q1 | $49.2M | Buy |
241,130
+4,441
| +2% | +$906K | 7.83% | 3 |
|
|
2022
Q4 | $45.3M | Buy |
236,689
+80,167
| +51% | +$15.3M | 7.9% | 3 |
|
|
2022
Q3 | $28.1M | Buy |
156,522
+8,825
| +6% | +$1.58M | 5.35% | 8 |
|
|
2022
Q2 | $27.9M | Buy |
147,697
+5,951
| +4% | +$1.12M | 5.13% | 7 |
|
|
2022
Q1 | $32.3M | Buy |
141,746
+1,174
| +0.8% | +$267K | 5.06% | 8 |
|
|
2021
Q4 | $33.9M | Buy |
140,572
+3,826
| +3% | +$924K | 5.01% | 9 |
|
|
2021
Q3 | $30.4M | Buy |
136,746
+7,918
| +6% | +$1.76M | 4.95% | 9 |
|
|
2021
Q2 | $28.7M | Buy |
128,828
+14,405
| +13% | +$3.21M | 4.7% | 10 |
|
|
2021
Q1 | $23.7M | Buy |
114,423
+10,936
| +11% | +$2.26M | 4.23% | 10 |
|
|
2020
Q4 | $20.1M | Buy |
103,487
+8,248
| +9% | +$1.61M | 3.85% | 11 |
|
|
2020
Q3 | $16.2M | Sell |
95,239
-968
| -1% | -$165K | 3.59% | 12 |
|
|
2020
Q2 | $15.1M | Buy |
96,207
+6,972
| +8% | +$1.09M | 3.76% | 11 |
|
|
2020
Q1 | $11.5M | Buy |
89,235
+4,847
| +6% | +$625K | 3.54% | 11 |
|
|
2019
Q4 | $13.8M | Buy |
84,388
+6,752
| +9% | +$1.1M | 3.41% | 12 |
|
|
2019
Q3 | $11.7M | Buy |
77,636
+8,205
| +12% | +$1.24M | 3.26% | 11 |
|
|
2019
Q2 | $10.4M | Buy |
69,431
+2,615
| +4% | +$392K | 3.01% | 12 |
|
|
2019
Q1 | $9.67M | Sell |
66,816
-123,376
| -65% | -$17.9M | 3.08% | 11 |
|
|
2018
Q4 | $24.3M | Sell |
190,192
-3,425
| -2% | -$437K | 7.96% | 4 |
|
|
2018
Q3 | $29M | Sell |
193,617
-11,120
| -5% | -$1.66M | 7.84% | 5 |
|
|
2018
Q2 | $28.8M | Buy |
204,737
+17,902
| +10% | +$2.51M | 8.14% | 5 |
|
|
2018
Q1 | $25.4M | Buy |
186,835
+11,335
| +6% | +$1.54M | 7.81% | 5 |
|
|
2017
Q4 | $24.1M | Sell |
175,500
-9,319
| -5% | -$1.28M | 7.35% | 6 |
|
|
2017
Q3 | $23.9M | Sell |
184,819
-5,675
| -3% | -$735K | 7.89% | 5 |
|
|
2017
Q2 | $23.7M | Sell |
190,494
-353
| -0.2% | -$43.9K | 8.07% | 5 |
|
|
2017
Q1 | $23.2M | Sell |
190,847
-559
| -0.3% | -$67.8K | 8.08% | 5 |
|
|
2016
Q4 | $22.1M | Buy |
191,406
+10,770
| +6% | +$1.24M | 8.18% | 5 |
|
|
2016
Q3 | $20.1M | Buy |
180,636
+4,435
| +3% | +$494K | 7.92% | 5 |
|
|
2016
Q2 | $18.9M | Buy |
176,201
+4,164
| +2% | +$446K | 7.97% | 5 |
|
|
2016
Q1 | $18M | Buy |
172,037
+2,158
| +1% | +$226K | 7.89% | 5 |
|
|
2015
Q4 | $17.7M | Buy |
169,879
+11,667
| +7% | +$1.22M | 7.99% | 5 |
|
|
2015
Q3 | $15.6M | Buy |
158,212
+7,164
| +5% | +$707K | 7.81% | 5 |
|
|
2015
Q2 | $16.2M | Buy |
151,048
+10,797
| +8% | +$1.16M | 7.64% | 5 |
|
|
2015
Q1 | $15M | Buy |
140,251
+22,809
| +19% | +$2.45M | 7.23% | 6 |
|
|
2014
Q4 | $12.4M | Buy |
117,442
+31,576
| +37% | +$3.35M | 6.45% | 6 |
|
|
2014
Q3 | $8.69M | Buy |
85,866
+17,972
| +26% | +$1.82M | 5.21% | 7 |
|
|
2014
Q2 | $6.91M | Sell |
67,894
-6,990
| -9% | -$711K | 4.34% | 7 |
|
|
2014
Q1 | $7.3M | Sell |
74,884
-2,485
| -3% | -$242K | 4.86% | 6 |
|
|
2013
Q4 | $7.42M | Buy |
77,369
+14,080
| +22% | +$1.35M | 4.8% | 6 |
|
|
2013
Q3 | $5.55M | Buy |
63,289
+13,327
| +27% | +$1.17M | 4.03% | 7 |
|
|
2013
Q2 | $4.13M | Buy |
+49,962
| New | +$4.13M | 2.91% | 9 |
|