QIM
Quest Investment Management’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 | $702K | Buy |
2,311
+180
| +8% | +$54.7K | 0.08% | 94 |
|
|
2025
Q1 | $586K | Buy |
2,131
+147
| +7% | +$40.4K | 0.07% | 68 |
|
|
2024
Q4 | $575K | Sell |
1,984
-106
| -5% | -$30.7K | 0.07% | 70 |
|
|
2024
Q3 | $592K | Sell |
2,090
-233
| -10% | -$66K | 0.07% | 69 |
|
|
2024
Q2 | $621K | Hold |
2,323
| – | – | 0.07% | 73 |
|
|
2024
Q1 | $604K | Hold |
2,323
| – | – | 0.07% | 72 |
|
|
2023
Q4 | $551K | Sell |
2,323
-227
| -9% | -$53.9K | 0.07% | 74 |
|
|
2023
Q3 | $542K | Buy |
2,550
+1,087
| +74% | +$231K | 0.08% | 74 |
|
|
2023
Q2 | $322K | Buy |
+1,463
| New | +$322K | 0.04% | 83 |
|
|
2022
Q2 | – | Sell |
-979
| Closed | -$223K | – | 98 |
|
|
2022
Q1 | $223K | Sell |
979
-1,364
| -58% | -$311K | 0.02% | 91 |
|
|
2021
Q4 | $566K | Sell |
2,343
-880
| -27% | -$213K | 0.05% | 84 |
|
|
2021
Q3 | $716K | Buy |
3,223
+10
| +0.3% | +$2.22K | 0.07% | 81 |
|
|
2021
Q2 | $716K | Buy |
3,213
+10
| +0.3% | +$2.23K | 0.06% | 85 |
|
|
2021
Q1 | $662K | Hold |
3,203
| – | – | 0.06% | 86 |
|
|
2020
Q4 | $623K | Hold |
3,203
| – | – | 0.06% | 92 |
|
|
2020
Q3 | $546K | Buy |
+3,203
| New | +$546K | 0.05% | 92 |
|
|
2014
Q4 | – | Sell |
-20,000
| Closed | -$2.03M | – | 182 |
|
|
2014
Q3 | $2.03M | Hold |
20,000
| – | – | 0.21% | 90 |
|
|
2014
Q2 | $2.04M | Hold |
20,000
| – | – | 0.2% | 91 |
|
|
2014
Q1 | $1.95M | Hold |
20,000
| – | – | 0.18% | 90 |
|
|
2013
Q4 | $1.92M | Hold |
20,000
| – | – | 0.17% | 91 |
|
|
2013
Q3 | $1.75M | Hold |
20,000
| – | – | 0.15% | 90 |
|
|
2013
Q2 | $1.65M | Buy |
+20,000
| New | +$1.65M | 0.13% | 80 |
|