Peak Financial 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 | $29.9M | Sell |
98,371
-1,245
| -1% | -$378K | 8.5% | 2 |
|
|
2025
Q1 | $27.4M | Sell |
99,616
-1,412
| -1% | -$388K | 8.2% | 2 |
|
|
2024
Q4 | $29.3M | Sell |
101,028
-818
| -0.8% | -$237K | 8.77% | 2 |
|
|
2024
Q3 | $28.8M | Sell |
101,846
-678
| -0.7% | -$192K | 8.47% | 2 |
|
|
2024
Q2 | $27.4M | Sell |
102,524
-752
| -0.7% | -$201K | 8.58% | 2 |
|
|
2024
Q1 | $26.8M | Sell |
103,276
-275
| -0.3% | -$71.5K | 8.51% | 2 |
|
|
2023
Q4 | $24.6M | Sell |
103,551
-1,543
| -1% | -$366K | 8.25% | 2 |
|
|
2023
Q3 | $22.3M | Sell |
105,094
-298
| -0.3% | -$63.3K | 8.12% | 2 |
|
|
2023
Q2 | $23.2M | Sell |
105,392
-1,771
| -2% | -$390K | 8.27% | 1 |
|
|
2023
Q1 | $21.9M | Sell |
107,163
-827
| -0.8% | -$169K | 8.13% | 1 |
|
|
2022
Q4 | $20.6M | Sell |
107,990
-4,696
| -4% | -$898K | 8.12% | 1 |
|
|
2022
Q3 | $20.2M | Sell |
112,686
-2,317
| -2% | -$416K | 8.43% | 1 |
|
|
2022
Q2 | $21.7M | Sell |
115,003
-1,170
| -1% | -$221K | 8.34% | 1 |
|
|
2022
Q1 | $26.4M | Sell |
116,173
-1,670
| -1% | -$380K | 8.86% | 1 |
|
|
2021
Q4 | $28.5M | Sell |
117,843
-4,591
| -4% | -$1.11M | 9.21% | 1 |
|
|
2021
Q3 | $27.2M | Sell |
122,434
-604
| -0.5% | -$134K | 9.21% | 1 |
|
|
2021
Q2 | $27.4M | Sell |
123,038
-1,595
| -1% | -$355K | 9.31% | 1 |
|
|
2021
Q1 | $25.8M | Sell |
124,633
-4,801
| -4% | -$992K | 9.33% | 1 |
|
|
2020
Q4 | $25.2M | Sell |
129,434
-969
| -0.7% | -$189K | 9.49% | 1 |
|
|
2020
Q3 | $22.2M | Sell |
130,403
-733
| -0.6% | -$125K | 9.59% | 1 |
|
|
2020
Q2 | $20.5M | Sell |
131,136
-5,593
| -4% | -$875K | 9.64% | 1 |
|
|
2020
Q1 | $17.6M | Sell |
136,729
-6,428
| -4% | -$829K | 9% | 1 |
|
|
2019
Q4 | $23.4M | Sell |
143,157
-2,491
| -2% | -$408K | 9.99% | 1 |
|
|
2019
Q3 | $22M | Buy |
145,648
+480
| +0.3% | +$72.5K | 9.77% | 1 |
|
|
2019
Q2 | $21.8M | Sell |
145,168
-2,313
| -2% | -$347K | 9.78% | 1 |
|
|
2019
Q1 | $21.3M | Sell |
147,481
-3,328
| -2% | -$482K | 9.81% | 1 |
|
|
2018
Q4 | $19.2M | Sell |
150,809
-84
| -0.1% | -$10.7K | 9.47% | 1 |
|
|
2018
Q3 | $22.6M | Sell |
150,893
-3,214
| -2% | -$481K | 10.15% | 1 |
|
|
2018
Q2 | $21.6M | Sell |
154,107
-2,426
| -2% | -$341K | 9.99% | 1 |
|
|
2018
Q1 | $21.2M | Sell |
156,533
-27,873
| -15% | -$3.78M | 10.1% | 1 |
|
|
2017
Q4 | $25.3M | Sell |
184,406
-8,766
| -5% | -$1.2M | 9.59% | 1 |
|
|
2017
Q3 | $25M | Sell |
193,172
-8,695
| -4% | -$1.13M | 9.65% | 1 |
|
|
2017
Q2 | $25.1M | Sell |
201,867
-8,605
| -4% | -$1.07M | 9.83% | 1 |
|
|
2017
Q1 | $25.5M | Sell |
210,472
-1,442
| -0.7% | -$175K | 10.31% | 1 |
|
|
2016
Q4 | $24.4M | Sell |
211,914
-31,935
| -13% | -$3.68M | 10.64% | 1 |
|
|
2016
Q3 | $27.1M | Sell |
243,849
-3,518
| -1% | -$392K | 11.75% | 1 |
|
|
2016
Q2 | $26.5M | Buy |
+247,367
| New | +$26.5M | 11.82% | 1 |
|
|
2015
Q4 | $28.4M | Buy |
+271,861
| New | +$28.4M | 12.97% | 1 |
|