Plante Moran Financial 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 | $5.92M | Buy |
19,481
+603
| +3% | +$183K | 0.42% | 13 |
|
|
2025
Q1 | $5.19M | Buy |
18,878
+1,735
| +10% | +$477K | 0.45% | 13 |
|
|
2024
Q4 | $4.97M | Buy |
17,143
+2,097
| +14% | +$608K | 0.41% | 14 |
|
|
2024
Q3 | $4.26M | Sell |
15,046
-840
| -5% | -$238K | 0.36% | 16 |
|
|
2024
Q2 | $4.25M | Buy |
15,886
+270
| +2% | +$72.2K | 0.42% | 16 |
|
|
2024
Q1 | $4.06M | Sell |
15,616
-826
| -5% | -$215K | 0.44% | 14 |
|
|
2023
Q4 | $3.9M | Buy |
16,442
+1,528
| +10% | +$362K | 0.41% | 17 |
|
|
2023
Q3 | $3.17M | Sell |
14,914
-50
| -0.3% | -$10.6K | 0.38% | 18 |
|
|
2023
Q2 | $3.3M | Buy |
14,964
+1,155
| +8% | +$254K | 0.39% | 18 |
|
|
2023
Q1 | $2.82M | Sell |
13,809
-955
| -6% | -$195K | 0.39% | 20 |
|
|
2022
Q4 | $2.82M | Buy |
14,764
+4,886
| +49% | +$934K | 0.41% | 20 |
|
|
2022
Q3 | $1.77M | Buy |
9,878
+41
| +0.4% | +$7.36K | 0.3% | 26 |
|
|
2022
Q2 | $1.86M | Sell |
9,837
-564
| -5% | -$106K | 0.31% | 29 |
|
|
2022
Q1 | $2.37M | Buy |
10,401
+4,552
| +78% | +$1.04M | 0.44% | 25 |
|
|
2021
Q4 | $1.41M | Sell |
5,849
-777
| -12% | -$188K | 0.23% | 39 |
|
|
2021
Q3 | $1.47M | Buy |
6,626
+1,012
| +18% | +$225K | 0.33% | 32 |
|
|
2021
Q2 | $1.25M | Buy |
5,614
+360
| +7% | +$80.2K | 0.3% | 37 |
|
|
2021
Q1 | $1.09M | Buy |
5,254
+963
| +22% | +$199K | 0.3% | 43 |
|
|
2020
Q4 | $835K | Sell |
4,291
-106
| -2% | -$20.6K | 0.26% | 51 |
|
|
2020
Q3 | $749K | Buy |
4,397
+1,222
| +38% | +$208K | 0.26% | 50 |
|
|
2020
Q2 | $497K | Sell |
3,175
-1,700
| -35% | -$266K | 0.2% | 71 |
|
|
2020
Q1 | $628K | Sell |
4,875
-2,082
| -30% | -$268K | 0.29% | 51 |
|
|
2019
Q4 | $1.14M | Sell |
6,957
-6,403
| -48% | -$1.05M | 0.4% | 39 |
|
|
2019
Q3 | $2.02M | Buy |
13,360
+2,118
| +19% | +$320K | 0.59% | 24 |
|
|
2019
Q2 | $1.69M | Sell |
11,242
-70,008
| -86% | -$10.5M | 0.52% | 26 |
|
|
2019
Q1 | $11.8M | Sell |
81,250
-863
| -1% | -$125K | 3.64% | 7 |
|
|
2018
Q4 | $10.5M | Buy |
82,113
+629
| +0.8% | +$80.3K | 3.64% | 7 |
|
|
2018
Q3 | $12.2M | Buy |
81,484
+69,942
| +606% | +$10.5M | 3.97% | 6 |
|
|
2018
Q2 | $1.62M | Sell |
11,542
-285
| -2% | -$40K | 0.82% | 20 |
|
|
2018
Q1 | $1.61M | Buy |
11,827
+285
| +2% | +$38.7K | 0.87% | 20 |
|
|
2017
Q4 | $1.58M | Hold |
11,542
| – | – | 0.88% | 20 |
|
|
2017
Q3 | $1.5M | Buy |
11,542
+194
| +2% | +$25.1K | 0.89% | 21 |
|
|
2017
Q2 | $1.41M | Sell |
11,348
-150
| -1% | -$18.7K | 0.88% | 22 |
|
|
2017
Q1 | $1.4M | Sell |
11,498
-14
| -0.1% | -$1.7K | 0.84% | 23 |
|
|
2016
Q4 | $1.33M | Hold |
11,512
| – | – | 0.83% | 23 |
|
|
2016
Q3 | $1.28M | Sell |
11,512
-154
| -1% | -$17.2K | 0.86% | 22 |
|
|
2016
Q2 | $1.25M | Buy |
11,666
+402
| +4% | +$43.1K | 0.91% | 23 |
|
|
2016
Q1 | $1.18M | Buy |
11,264
+754
| +7% | +$79.1K | 0.91% | 23 |
|
|
2015
Q4 | $1.1M | Buy |
10,510
+1,164
| +12% | +$121K | 0.82% | 26 |
|
|
2015
Q3 | $923K | Buy |
9,346
+559
| +6% | +$55.2K | 0.73% | 31 |
|
|
2015
Q2 | $940K | Buy |
8,787
+91
| +1% | +$9.74K | 0.67% | 36 |
|
|
2015
Q1 | $933K | Buy |
8,696
+6,150
| +242% | +$660K | 0.65% | 37 |
|
|
2014
Q4 | $270K | Buy |
2,546
+626
| +33% | +$66.4K | 0.2% | 86 |
|
|
2014
Q3 | $194K | Buy |
1,920
+30
| +2% | +$3.03K | 0.17% | 99 |
|
|
2014
Q2 | $192K | Buy |
1,890
+754
| +66% | +$76.6K | 0.17% | 90 |
|
|
2014
Q1 | $111K | Sell |
1,136
-1,100
| -49% | -$107K | 0.12% | 109 |
|
|
2013
Q4 | $214K | Buy |
2,236
+116
| +5% | +$11.1K | 0.12% | 85 |
|
|
2013
Q3 | $186K | Buy |
2,120
+1,100
| +108% | +$96.5K | 0.11% | 76 |
|
|
2013
Q2 | $84K | Buy |
+1,020
| New | +$84K | 0.06% | 118 |
|