OIA
Optimum Investment 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 | $355K | Sell |
1,169
-1,825
| -61% | -$555K | 0.15% | 125 |
|
|
2025
Q1 | $823K | Buy |
2,994
+20
| +0.7% | +$5.5K | 0.39% | 60 |
|
|
2024
Q4 | $862K | Buy |
2,974
+794
| +36% | +$230K | 0.38% | 59 |
|
|
2024
Q3 | $617K | Hold |
2,180
| – | – | 0.27% | 82 |
|
|
2024
Q2 | $583K | Buy |
2,180
+30
| +1% | +$8.03K | 0.26% | 84 |
|
|
2024
Q1 | $559K | Hold |
2,150
| – | – | 0.26% | 87 |
|
|
2023
Q4 | $510K | Hold |
2,150
| – | – | 0.26% | 93 |
|
|
2023
Q3 | $457K | Sell |
2,150
-42
| -2% | -$8.92K | 0.23% | 104 |
|
|
2023
Q2 | $483K | Hold |
2,192
| – | – | 0.24% | 103 |
|
|
2023
Q1 | $447K | Hold |
2,192
| – | – | 0.23% | 105 |
|
|
2022
Q4 | $419K | Hold |
2,192
| – | – | 0.23% | 106 |
|
|
2022
Q3 | $393K | Hold |
2,192
| – | – | 0.21% | 112 |
|
|
2022
Q2 | $413K | Hold |
2,192
| – | – | 0.21% | 113 |
|
|
2022
Q1 | $499K | Hold |
2,192
| – | – | 0.21% | 108 |
|
|
2021
Q4 | $529K | Sell |
2,192
-1
| -0% | -$241 | 0.21% | 110 |
|
|
2021
Q3 | $487K | Hold |
2,193
| – | – | 0.21% | 112 |
|
|
2021
Q2 | $489K | Hold |
2,193
| – | – | 0.15% | 150 |
|
|
2021
Q1 | $453K | Hold |
2,193
| – | – | 0.13% | 159 |
|
|
2020
Q4 | $427K | Buy |
2,193
+1
| +0% | +$195 | 0.13% | 149 |
|
|
2020
Q3 | $373K | Hold |
2,192
| – | – | 0.13% | 147 |
|
|
2020
Q2 | $343K | Hold |
2,192
| – | – | 0.12% | 161 |
|
|
2020
Q1 | $283K | Sell |
2,192
-56
| -2% | -$7.23K | 0.12% | 175 |
|
|
2019
Q4 | $368K | Sell |
2,248
-830
| -27% | -$136K | 0.11% | 191 |
|
|
2019
Q3 | $465K | Buy |
3,078
+660
| +27% | +$99.7K | 0.15% | 163 |
|
|
2019
Q2 | $363K | Hold |
2,418
| – | – | 0.12% | 182 |
|
|
2019
Q1 | $350K | Hold |
2,418
| – | – | 0.11% | 189 |
|
|
2018
Q4 | $309K | Hold |
2,418
| – | – | 0.11% | 191 |
|
|
2018
Q3 | $362K | Hold |
2,418
| – | – | 0.1% | 199 |
|
|
2018
Q2 | $340K | Sell |
2,418
-10
| -0.4% | -$1.41K | 0.1% | 207 |
|
|
2018
Q1 | $330K | Hold |
2,428
| – | – | 0.1% | 208 |
|
|
2017
Q4 | $333K | Hold |
2,428
| – | – | 0.11% | 216 |
|
|
2017
Q3 | $314K | Hold |
2,428
| – | – | 0.11% | 214 |
|
|
2017
Q2 | $302K | Hold |
2,428
| – | – | 0.1% | 215 |
|
|
2017
Q1 | $295K | Buy |
2,428
+1
| +0% | +$121 | 0.1% | 223 |
|
|
2016
Q4 | $280K | Hold |
2,427
| – | – | 0.11% | 221 |
|
|
2016
Q3 | $270K | Hold |
2,427
| – | – | 0.1% | 230 |
|
|
2016
Q2 | $260K | Sell |
2,427
-1,019
| -30% | -$109K | 0.1% | 221 |
|
|
2016
Q1 | $361K | Buy |
3,446
+1
| +0% | +$105 | 0.14% | 183 |
|
|
2015
Q4 | $359K | Buy |
+3,445
| New | +$359K | 0.14% | 194 |
|
|
2015
Q1 | $145K | Buy |
1,350
+1
| +0.1% | +$107 | 0.05% | 329 |
|
|
2014
Q4 | $143K | Hold |
1,349
| – | – | 0.05% | 312 |
|
|
2014
Q3 | $141K | Buy |
1,349
+140
| +12% | +$14.6K | 0.05% | 309 |
|
|
2014
Q2 | $123K | Buy |
1,209
+1,098
| +989% | +$112K | 0.04% | 325 |
|
|
2014
Q1 | $11K | Hold |
111
| – | – | ﹤0.01% | 594 |
|
|
2013
Q4 | $11K | Hold |
111
| – | – | ﹤0.01% | 606 |
|
|
2013
Q3 | $10K | Buy |
+111
| New | +$10K | ﹤0.01% | 582 |
|