PP
Patten & Patten’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 | $648K | Sell |
2,131
-314
| -13% | -$95.4K | 0.04% | 207 |
|
|
2025
Q1 | $672K | Buy |
2,445
+451
| +23% | +$124K | 0.05% | 199 |
|
|
2024
Q4 | $578K | Hold |
1,994
| – | – | 0.04% | 207 |
|
|
2024
Q3 | $565K | Buy |
1,994
+95
| +5% | +$26.9K | 0.04% | 208 |
|
|
2024
Q2 | $508K | Sell |
1,899
-898
| -32% | -$240K | 0.04% | 214 |
|
|
2024
Q1 | $727K | Buy |
2,797
+842
| +43% | +$219K | 0.05% | 185 |
|
|
2023
Q4 | $464K | Hold |
1,955
| – | – | 0.04% | 200 |
|
|
2023
Q3 | $415K | Hold |
1,955
| – | – | 0.04% | 202 |
|
|
2023
Q2 | $431K | Sell |
1,955
-501
| -20% | -$110K | 0.04% | 204 |
|
|
2023
Q1 | $501K | Buy |
2,456
+42
| +2% | +$8.57K | 0.04% | 194 |
|
|
2022
Q4 | $462K | Sell |
2,414
-660
| -21% | -$126K | 0.04% | 193 |
|
|
2022
Q3 | $552K | Buy |
3,074
+1,664
| +118% | +$299K | 0.05% | 184 |
|
|
2022
Q2 | $266K | Sell |
1,410
-170
| -11% | -$32.1K | 0.02% | 244 |
|
|
2022
Q1 | $360K | Sell |
1,580
-168
| -10% | -$38.3K | 0.03% | 230 |
|
|
2021
Q4 | $422K | Sell |
1,748
-100
| -5% | -$24.1K | 0.03% | 222 |
|
|
2021
Q3 | $410K | Buy |
1,848
+606
| +49% | +$134K | 0.03% | 219 |
|
|
2021
Q2 | $277K | Sell |
1,242
-346
| -22% | -$77.2K | 0.02% | 248 |
|
|
2021
Q1 | $328K | Hold |
1,588
| – | – | 0.03% | 223 |
|
|
2020
Q4 | $309K | Buy |
1,588
+1
| +0.1% | +$195 | 0.03% | 216 |
|
|
2020
Q3 | $270K | Sell |
1,587
-91
| -5% | -$15.5K | 0.03% | 209 |
|
|
2020
Q2 | $263K | Sell |
1,678
-300
| -15% | -$47K | 0.03% | 213 |
|
|
2020
Q1 | $255K | Sell |
1,978
-346
| -15% | -$44.6K | 0.03% | 199 |
|
|
2019
Q4 | $380K | Buy |
2,324
+557
| +32% | +$91.1K | 0.04% | 194 |
|
|
2019
Q3 | $267K | Buy |
1,767
+1
| +0.1% | +$151 | 0.03% | 216 |
|
|
2019
Q2 | $265K | Buy |
1,766
+1
| +0.1% | +$150 | 0.03% | 214 |
|
|
2019
Q1 | $255K | Buy |
1,765
+57
| +3% | +$8.24K | 0.03% | 207 |
|
|
2018
Q4 | $218K | Sell |
1,708
-305
| -15% | -$38.9K | 0.03% | 212 |
|
|
2018
Q3 | $301K | Buy |
2,013
+173
| +9% | +$25.9K | 0.03% | 205 |
|
|
2018
Q2 | $258K | Hold |
1,840
| – | – | 0.03% | 213 |
|
|
2018
Q1 | $250K | Hold |
1,840
| – | – | 0.03% | 215 |
|
|
2017
Q4 | $253K | Sell |
1,840
-1
| -0.1% | -$138 | 0.03% | 218 |
|
|
2017
Q3 | $238K | Buy |
1,841
+122
| +7% | +$15.8K | 0.03% | 226 |
|
|
2017
Q2 | $214K | Hold |
1,719
| – | – | 0.02% | 237 |
|
|
2017
Q1 | $209K | Sell |
1,719
-111
| -6% | -$13.5K | 0.02% | 232 |
|
|
2016
Q4 | $211K | Buy |
+1,830
| New | +$211K | 0.03% | 213 |
|