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Operose 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 | $67.9M | Buy |
223,267
+3,082
| +1% | +$937K | 19.14% | 1 |
|
|
2025
Q1 | $60.5M | Buy |
220,185
+6,518
| +3% | +$1.79M | 20.05% | 1 |
|
|
2024
Q4 | $61.9M | Buy |
213,667
+11,477
| +6% | +$3.33M | 21.18% | 1 |
|
|
2024
Q3 | $57.3M | Buy |
202,190
+8,749
| +5% | +$2.48M | 18.52% | 1 |
|
|
2024
Q2 | $51.7M | Buy |
193,441
+19,479
| +11% | +$5.21M | 18.32% | 2 |
|
|
2024
Q1 | $45.2M | Buy |
173,962
+15,036
| +9% | +$3.91M | 15.27% | 2 |
|
|
2023
Q4 | $37.7M | Buy |
158,926
+18,525
| +13% | +$4.39M | 15.09% | 2 |
|
|
2023
Q3 | $29.8M | Buy |
140,401
+12,788
| +10% | +$2.72M | 11.81% | 2 |
|
|
2023
Q2 | $28.1M | Buy |
127,613
+13,978
| +12% | +$3.08M | 12.74% | 2 |
|
|
2023
Q1 | $23.2M | Buy |
113,635
+26,934
| +31% | +$5.5M | 11.52% | 2 |
|
|
2022
Q4 | $16.6M | Buy |
86,701
+30,612
| +55% | +$5.85M | 8.85% | 3 |
|
|
2022
Q3 | $10.1M | Buy |
56,089
+6,728
| +14% | +$1.21M | 6.61% | 3 |
|
|
2022
Q2 | $9.31M | Buy |
49,361
+19,753
| +67% | +$3.73M | 6.55% | 3 |
|
|
2022
Q1 | $6.74M | Buy |
29,608
+15,427
| +109% | +$3.51M | 4.66% | 4 |
|
|
2021
Q4 | $3.42M | Buy |
+14,181
| New | +$3.42M | 2.79% | 9 |
|