Principal Financial Group’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 | $45.7M | Sell |
150,251
-3,550
| -2% | -$1.08M | 0.02% | 481 |
|
|
2025
Q1 | $42.3M | Buy |
153,801
+5,651
| +4% | +$1.55M | 0.02% | 496 |
|
|
2024
Q4 | $42.9M | Sell |
148,150
-5,562
| -4% | -$1.61M | 0.02% | 509 |
|
|
2024
Q3 | $43.5M | Buy |
+153,712
| New | +$43.5M | 0.02% | 511 |
|
|
2021
Q4 | – | Sell |
-3,208
| Closed | -$712K | – | 2647 |
|
|
2021
Q3 | $712K | Buy |
3,208
+296
| +10% | +$65.7K | ﹤0.01% | 2081 |
|
|
2021
Q2 | $649K | Sell |
2,912
-2,506
| -46% | -$559K | ﹤0.01% | 2149 |
|
|
2021
Q1 | $1.12M | Buy |
5,418
+1,649
| +44% | +$341K | ﹤0.01% | 1967 |
|
|
2020
Q4 | $734K | Buy |
3,769
+654
| +21% | +$127K | ﹤0.01% | 2014 |
|
|
2020
Q3 | $530K | Buy |
3,115
+192
| +7% | +$32.7K | ﹤0.01% | 2013 |
|
|
2020
Q2 | $458K | Sell |
2,923
-662
| -18% | -$104K | ﹤0.01% | 1991 |
|
|
2020
Q1 | $462K | Buy |
3,585
+115
| +3% | +$14.8K | ﹤0.01% | 1877 |
|
|
2019
Q4 | $568K | Buy |
3,470
+284
| +9% | +$46.5K | ﹤0.01% | 1921 |
|
|
2019
Q3 | $481K | Sell |
3,186
-766
| -19% | -$116K | ﹤0.01% | 1948 |
|
|
2019
Q2 | $593K | Sell |
3,952
-1,583
| -29% | -$238K | ﹤0.01% | 1929 |
|
|
2019
Q1 | $801K | Sell |
5,535
-3,781
| -41% | -$547K | ﹤0.01% | 1858 |
|
|
2018
Q4 | $1.19M | Buy |
+9,316
| New | +$1.19M | ﹤0.01% | 1792 |
|