Peterson Wealth Advisors’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 | $16.5M | Sell |
54,221
-378
| -0.7% | -$115K | 2.72% | 9 |
|
|
2025
Q1 | $13.5M | Sell |
54,599
-2,094
| -4% | -$519K | 2.61% | 9 |
|
|
2024
Q4 | $16.6M | Sell |
56,693
-3,929
| -6% | -$1.15M | 2.99% | 8 |
|
|
2024
Q3 | $17.2M | Sell |
60,622
-3,019
| -5% | -$855K | 3.24% | 8 |
|
|
2024
Q2 | $17M | Sell |
63,641
-3,560
| -5% | -$952K | 3.57% | 7 |
|
|
2024
Q1 | $17.5M | Sell |
67,201
-1,479
| -2% | -$384K | 3.71% | 7 |
|
|
2023
Q4 | $16.3M | Sell |
68,680
-10,244
| -13% | -$2.43M | 3.87% | 6 |
|
|
2023
Q3 | $16.8M | Buy |
78,924
+2,744
| +4% | +$583K | 4.5% | 6 |
|
|
2023
Q2 | $16.8M | Sell |
76,180
-1,395
| -2% | -$308K | 4.45% | 6 |
|
|
2023
Q1 | $15.8M | Buy |
77,575
+1,352
| +2% | +$276K | 4.36% | 7 |
|
|
2022
Q4 | $14.6M | Buy |
76,223
+16,393
| +27% | +$3.13M | 4.4% | 7 |
|
|
2022
Q3 | $10.7M | Buy |
59,830
+24,810
| +71% | +$4.45M | 3.61% | 7 |
|
|
2022
Q2 | $6.61M | Buy |
35,020
+2,601
| +8% | +$491K | 2.18% | 10 |
|
|
2022
Q1 | $7.38M | Sell |
32,419
-42
| -0.1% | -$9.56K | 2.18% | 10 |
|
|
2021
Q4 | $7.84M | Sell |
32,461
-580
| -2% | -$140K | 2.26% | 10 |
|
|
2021
Q3 | $7.34M | Buy |
33,041
+2,438
| +8% | +$541K | 2.43% | 10 |
|
|
2021
Q2 | $6.82M | Sell |
30,603
-678
| -2% | -$151K | 2.42% | 8 |
|
|
2021
Q1 | $6.47M | Buy |
31,281
+858
| +3% | +$177K | 2.63% | 8 |
|
|
2020
Q4 | $5.92M | Buy |
30,423
+227
| +0.8% | +$44.2K | 2.61% | 8 |
|
|
2020
Q3 | $5.14M | Buy |
30,196
+193
| +0.6% | +$32.9K | 2.63% | 9 |
|
|
2020
Q2 | $4.7M | Buy |
30,003
+8,850
| +42% | +$1.39M | 2.5% | 10 |
|
|
2020
Q1 | $2.73M | Buy |
21,153
+17,912
| +553% | +$2.31M | 1.77% | 13 |
|
|
2019
Q4 | $530K | Buy |
3,241
+100
| +3% | +$16.4K | 0.3% | 22 |
|
|
2019
Q3 | $474K | Buy |
3,141
+2
| +0.1% | +$302 | 0.29% | 23 |
|
|
2019
Q2 | $471K | Buy |
3,139
+7
| +0.2% | +$1.05K | 0.3% | 24 |
|
|
2019
Q1 | $466K | Buy |
3,132
+374
| +14% | +$55.6K | 0.31% | 25 |
|
|
2018
Q4 | $352K | Sell |
2,758
-490
| -15% | -$62.5K | 0.28% | 26 |
|
|
2018
Q3 | $486K | Sell |
3,248
-145
| -4% | -$21.7K | 0.35% | 26 |
|
|
2018
Q2 | $476K | Sell |
3,393
-1,435
| -30% | -$201K | 0.39% | 26 |
|
|
2018
Q1 | $655K | Sell |
4,828
-19,672
| -80% | -$2.67M | 0.54% | 26 |
|
|
2017
Q4 | $3.36M | Buy |
+24,500
| New | +$3.36M | 3.04% | 8 |
|