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NewEdge Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Buy |
396,009
+42,223
| +12% | +$12.8M | 0.62% | 24 |
|
|
2025
Q1 | $97.2M | Buy |
353,786
+26,281
| +8% | +$7.22M | 0.58% | 27 |
|
|
2024
Q4 | $94.9M | Buy |
327,505
+51,856
| +19% | +$15M | 0.57% | 25 |
|
|
2024
Q3 | $78.1M | Buy |
275,649
+20,735
| +8% | +$5.87M | 0.51% | 29 |
|
|
2024
Q2 | $68.2M | Buy |
254,914
+6,903
| +3% | +$1.85M | 0.5% | 32 |
|
|
2024
Q1 | $64.5M | Buy |
248,011
+38,098
| +18% | +$9.9M | 0.56% | 29 |
|
|
2023
Q4 | $50.1M | Buy |
209,913
+17,359
| +9% | +$4.14M | 0.48% | 42 |
|
|
2023
Q3 | $40.9M | Sell |
192,554
-1,853
| -1% | -$394K | 0.45% | 47 |
|
|
2023
Q2 | $42.8M | Sell |
194,407
-9,591
| -5% | -$2.11M | 0.48% | 43 |
|
|
2023
Q1 | $41.6M | Buy |
203,998
+8,853
| +5% | +$1.81M | 0.52% | 40 |
|
|
2022
Q4 | $11.9M | Buy |
195,145
+81,056
| +71% | +$4.92M | 0.32% | 66 |
|
|
2022
Q3 | $20.5M | Sell |
114,089
-3,647
| -3% | -$655K | 0.34% | 74 |
|
|
2022
Q2 | $22.2M | Buy |
117,736
+11,630
| +11% | +$2.19M | 0.37% | 64 |
|
|
2022
Q1 | $24.2M | Sell |
106,106
-2,320
| -2% | -$528K | 0.39% | 57 |
|
|
2021
Q4 | $26.2M | Buy |
108,426
+6,366
| +6% | +$1.54M | 0.39% | 55 |
|
|
2021
Q3 | $22.7M | Sell |
102,060
-7,220
| -7% | -$1.6M | 0.56% | 45 |
|
|
2021
Q2 | $24.4M | Sell |
109,280
-14,870
| -12% | -$3.31M | 0.65% | 36 |
|
|
2021
Q1 | $25.7M | Buy |
124,150
+9,779
| +9% | +$2.02M | 0.76% | 27 |
|
|
2020
Q4 | $22.3M | Buy |
114,371
+14,048
| +14% | +$2.73M | 0.73% | 35 |
|
|
2020
Q3 | $17.1M | Sell |
100,323
-6,119
| -6% | -$1.04M | 0.59% | 42 |
|
|
2020
Q2 | $16.7M | Buy |
106,442
+14,837
| +16% | +$2.32M | 0.65% | 42 |
|
|
2020
Q1 | $11.8M | Buy |
91,605
+25,154
| +38% | +$3.24M | 0.57% | 44 |
|
|
2019
Q4 | $10.9M | Buy |
66,451
+13,334
| +25% | +$2.18M | 0.43% | 54 |
|
|
2019
Q3 | $8.02M | Sell |
53,117
-1,137
| -2% | -$172K | 0.36% | 78 |
|
|
2019
Q2 | $8.14M | Sell |
54,254
-161
| -0.3% | -$24.2K | 0.5% | 54 |
|
|
2019
Q1 | $7.87M | Buy |
54,415
+4,337
| +9% | +$628K | 0.51% | 52 |
|
|
2018
Q4 | $6.39K | Buy |
50,078
+39,661
| +381% | +$5.06K | 0.41% | 58 |
|
|
2018
Q3 | $1.56M | Buy |
10,417
+7,346
| +239% | +$1.1M | 0.12% | 175 |
|
|
2018
Q2 | $432 | Buy |
3,071
+922
| +43% | +$130 | 0.04% | 333 |
|
|
2018
Q1 | $285K | Buy |
2,149
+563
| +35% | +$74.7K | 0.03% | 361 |
|
|
2017
Q4 | $223K | Buy |
+1,586
| New | +$223K | 0.03% | 375 |
|
|
2017
Q3 | – | Sell |
-1,451
| Closed | -$181K | – | 1112 |
|
|
2017
Q2 | $181K | Buy |
+1,451
| New | +$181K | 0.03% | 337 |
|
|
2016
Q4 | – | Sell |
-4,480
| Closed | -$500K | – | 292 |
|
|
2016
Q3 | $500K | Buy |
+4,480
| New | +$500K | 0.16% | 123 |
|