Parkside Advisors’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 | $6.03M | Sell |
19,764
-818
| -4% | -$230K | 1.32% | 18 |
|
|
2025
Q1 | $5.66M | Sell |
20,582
-210
| -1% | -$61K | 1.36% | 19 |
|
|
2024
Q4 | $6.03M | Buy |
20,792
+2,660
| +15% | +$776K | 1.42% | 19 |
|
|
2024
Q3 | $5.15M | Sell |
18,132
-159
| -0.9% | -$43.4K | 1.22% | 19 |
|
|
2024
Q2 | $4.91M | Sell |
18,291
-89
| -0.5% | -$23K | 1.25% | 19 |
|
|
2024
Q1 | $4.78M | Buy |
18,380
+5,501
| +43% | +$1.36M | 1.23% | 19 |
|
|
2023
Q4 | $3.06M | Buy |
12,879
+1
| +0% | +$221 | 0.85% | 21 |
|
|
2023
Q3 | $2.74M | Sell |
12,878
-896
| -7% | -$198K | 0.85% | 19 |
|
|
2023
Q2 | $3.03M | Sell |
13,774
-516
| -4% | -$108K | 0.94% | 19 |
|
|
2023
Q1 | $2.92M | Sell |
14,290
-503
| -3% | -$101K | 0.97% | 19 |
|
|
2022
Q4 | $2.83M | Buy |
14,793
+897
| +6% | +$173K | 0.99% | 18 |
|
|
2022
Q3 | $2.49M | Sell |
13,896
-134
| -1% | -$26.7K | 0.95% | 19 |
|
|
2022
Q2 | $2.65M | Sell |
14,030
-239
| -2% | -$49.1K | 0.96% | 20 |
|
|
2022
Q1 | $3.25M | Sell |
14,269
-189
| -1% | -$42.5K | 1.03% | 20 |
|
|
2021
Q4 | $3.49M | Sell |
14,458
-360
| -2% | -$85K | 1.06% | 21 |
|
|
2021
Q3 | $3.29M | Buy |
14,818
+3,466
| +31% | +$790K | 1.03% | 20 |
|
|
2021
Q2 | $2.53M | Sell |
11,352
-979
| -8% | -$212K | 0.81% | 22 |
|
|
2021
Q1 | $2.55M | Buy |
12,331
+2,836
| +30% | +$574K | 0.88% | 21 |
|
|
2020
Q4 | $1.85M | Buy |
9,495
+74
| +0.8% | +$13.5K | 0.69% | 22 |
|
|
2020
Q3 | $1.6M | Sell |
9,421
-95
| -1% | -$16K | 0.71% | 22 |
|
|
2020
Q2 | $1.49M | Buy |
9,516
+790
| +9% | +$116K | 0.69% | 22 |
|
|
2020
Q1 | $1.13M | Sell |
8,726
-1,321
| -13% | -$204K | 0.61% | 23 |
|
|
2019
Q4 | $1.64M | Sell |
10,047
-1,308
| -12% | -$205K | 0.74% | 20 |
|
|
2019
Q3 | $1.72M | Buy |
11,355
+14
| +0.1% | +$2.11K | 0.9% | 19 |
|
|
2019
Q2 | $1.7M | Buy |
11,341
+7,218
| +175% | +$1.06M | 0.94% | 19 |
|
|
2019
Q1 | $597K | Hold |
4,123
| – | – | 0.34% | 26 |
|
|
2018
Q4 | $526K | Buy |
+4,123
| New | +$569K | 0.32% | 27 |
|
Other funds holding VTI
WI
AF
HWM