O'Brien Wealth Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.3M | Sell |
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|
2025
Q1 | $37M | Sell |
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|
2024
Q4 | $39.7M | Buy |
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|
2024
Q3 | $34.5M | Sell |
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|
2024
Q2 | $32.9M | Sell |
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|
2024
Q1 | $43.3M | Sell |
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|
2023
Q4 | $40.7M | Sell |
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|
2023
Q3 | $37.3M | Sell |
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|
2023
Q2 | $39.7M | Sell |
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|
2023
Q1 | $36.9M | Sell |
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|
2022
Q4 | $35.6M | Sell |
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|
2022
Q3 | $33.9M | Buy |
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|
2022
Q2 | $35M | Sell |
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|
2022
Q1 | $37.1M | Sell |
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|
2021
Q4 | $43.7M | Sell |
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|
2021
Q3 | $45.1M | Sell |
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|
2021
Q2 | $46.6M | Sell |
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|
2021
Q1 | $46.5M | Sell |
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|
2020
Q4 | $45.1M | Sell |
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|
2020
Q3 | $40.8M | Sell |
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|
2020
Q2 | $52.2M | Buy |
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|
2020
Q1 | $34.7M | Buy |
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|
2019
Q4 | $29M | Sell |
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|
2019
Q3 | $28.5M | Sell |
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|
2019
Q2 | $31.3M | Sell |
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|
2019
Q1 | $32M | Sell |
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|
2018
Q4 | $33.7M | Sell |
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|
2018
Q3 | $40.8M | Sell |
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|
2018
Q2 | $44.9M | Sell |
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|
2018
Q1 | $46.1M | Sell |
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|
2017
Q4 | $51.6M | Sell |
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|
2017
Q3 | $52.4M | Buy |
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|
2017
Q2 | $49.9M | Buy |
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|
2017
Q1 | $47.4M | Buy |
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|
2016
Q4 | $39.8M | Buy |
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|
2016
Q3 | $34.1M | Buy |
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|
2016
Q2 | $30.3M | Buy |
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|
2016
Q1 | $26M | Sell |
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|
2015
Q4 | $27.5M | Buy |
|