Palisades Hudson Asset Management’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 | $17.8M | Hold |
58,517
| – | – | 6.96% | 4 |
|
|
2025
Q1 | $16.1M | Sell |
58,517
-256
| -0.4% | -$70.4K | 7.3% | 3 |
|
|
2024
Q4 | $17M | Sell |
58,773
-1,492
| -2% | -$432K | 7.18% | 3 |
|
|
2024
Q3 | $17.1M | Sell |
60,265
-166
| -0.3% | -$47K | 7.2% | 3 |
|
|
2024
Q2 | $16.2M | Sell |
60,431
-419
| -0.7% | -$112K | 7.43% | 3 |
|
|
2024
Q1 | $15.8M | Hold |
60,850
| – | – | 7.2% | 3 |
|
|
2023
Q4 | $14.4M | Buy |
60,850
+45
| +0.1% | +$10.7K | 7% | 3 |
|
|
2023
Q3 | $12.9M | Buy |
60,805
+1
| +0% | +$212 | 7.07% | 3 |
|
|
2023
Q2 | $13.4M | Hold |
60,804
| – | – | 6.96% | 3 |
|
|
2023
Q1 | $12.4M | Sell |
60,804
-399
| -0.7% | -$81.4K | 6.64% | 3 |
|
|
2022
Q4 | $11.7M | Sell |
61,203
-235
| -0.4% | -$44.9K | 6.45% | 4 |
|
|
2022
Q3 | $11M | Buy |
61,438
+2
| +0% | +$359 | 6.68% | 4 |
|
|
2022
Q2 | $11.6M | Buy |
61,436
+181
| +0.3% | +$34.1K | 6.5% | 4 |
|
|
2022
Q1 | $13.9M | Buy |
61,255
+1
| +0% | +$228 | 6.51% | 4 |
|
|
2021
Q4 | $14.8M | Buy |
61,254
+111
| +0.2% | +$26.8K | 6.31% | 4 |
|
|
2021
Q3 | $13.6M | Buy |
61,143
+1
| +0% | +$222 | 6.21% | 4 |
|
|
2021
Q2 | $13.6M | Buy |
61,142
+1
| +0% | +$223 | 6.09% | 5 |
|
|
2021
Q1 | $12.6M | Sell |
61,141
-2,866
| -4% | -$592K | 6.01% | 5 |
|
|
2020
Q4 | $12.5M | Buy |
64,007
+117
| +0.2% | +$22.8K | 6.45% | 5 |
|
|
2020
Q3 | $10.9M | Sell |
63,890
-2,129
| -3% | -$363K | 7.02% | 4 |
|
|
2020
Q2 | $10.3M | Sell |
66,019
-123
| -0.2% | -$19.3K | 7.06% | 4 |
|
|
2020
Q1 | $8.53M | Hold |
66,142
| – | – | 7.23% | 4 |
|
|
2019
Q4 | $10.8M | Buy |
66,142
+125
| +0.2% | +$20.5K | 6.93% | 4 |
|
|
2019
Q3 | $9.97M | Sell |
66,017
-2,524
| -4% | -$381K | 6.95% | 4 |
|
|
2019
Q2 | $10.3M | Buy |
68,541
+188
| +0.3% | +$28.2K | 7.13% | 4 |
|
|
2019
Q1 | $9.89M | Buy |
68,353
+275
| +0.4% | +$39.8K | 6.39% | 5 |
|
|
2018
Q4 | $8.69M | Sell |
68,078
-284
| -0.4% | -$36.2K | 5.08% | 5 |
|
|
2018
Q3 | $10.2M | Hold |
68,362
| – | – | 5.28% | 5 |
|
|
2018
Q2 | $9.6M | Sell |
68,362
-311
| -0.5% | -$43.7K | 5.17% | 6 |
|
|
2018
Q1 | $9.32M | Buy |
68,673
+215
| +0.3% | +$29.2K | 5.08% | 6 |
|
|
2017
Q4 | $9.4M | Buy |
68,458
+152
| +0.2% | +$20.9K | 5.17% | 6 |
|
|
2017
Q3 | $8.85M | Buy |
68,306
+220
| +0.3% | +$28.5K | 5.03% | 6 |
|
|
2017
Q2 | $8.47M | Sell |
68,086
-32,226
| -32% | -$4.01M | 4.96% | 6 |
|
|
2017
Q1 | $12.2M | Sell |
100,312
-143,028
| -59% | -$17.4M | 7.73% | 3 |
|
|
2016
Q4 | $28.1M | Buy |
+243,340
| New | +$28.1M | 17.19% | 2 |
|