Roble Belko & Company’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 | $120M | Buy |
396,426
+10,729
| +3% | +$3.26M | 17.53% | 1 |
|
2025
Q1 | $106M | Buy |
385,697
+1,138
| +0.3% | +$313K | 16.91% | 1 |
|
2024
Q4 | $111M | Sell |
384,559
-3,064
| -0.8% | -$888K | 17.71% | 1 |
|
2024
Q3 | $110M | Buy |
387,623
+1,182
| +0.3% | +$335K | 17.3% | 1 |
|
2024
Q2 | $103M | Sell |
386,441
-4,451
| -1% | -$1.19M | 17.31% | 1 |
|
2024
Q1 | $102M | Buy |
390,892
+42,033
| +12% | +$10.9M | 17.44% | 1 |
|
2023
Q4 | $82.8M | Buy |
348,859
+21,515
| +7% | +$5.1M | 15.56% | 1 |
|
2023
Q3 | $69.5M | Sell |
327,344
-919
| -0.3% | -$195K | 14.22% | 1 |
|
2023
Q2 | $72.3M | Sell |
328,263
-16,760
| -5% | -$3.69M | 14.35% | 1 |
|
2023
Q1 | $70.4M | Sell |
345,023
-9,227
| -3% | -$1.88M | 14.39% | 1 |
|
2022
Q4 | $67.7M | Buy |
354,250
+35,612
| +11% | +$6.81M | 14.4% | 1 |
|
2022
Q3 | $57.2M | Buy |
318,638
+10,567
| +3% | +$1.9M | 13.89% | 1 |
|
2022
Q2 | $58.1M | Buy |
308,071
+13,816
| +5% | +$2.61M | 13.2% | 1 |
|
2022
Q1 | $67M | Buy |
294,255
+1,267
| +0.4% | +$288K | 12.74% | 1 |
|
2021
Q4 | $70.7M | Buy |
292,988
+12,833
| +5% | +$3.1M | 13.29% | 1 |
|
2021
Q3 | $62.2M | Sell |
280,155
-1,076
| -0.4% | -$239K | 12.8% | 1 |
|
2021
Q2 | $62.7M | Sell |
281,231
-2,648
| -0.9% | -$590K | 14.17% | 1 |
|
2021
Q1 | $58.7M | Buy |
283,879
+14,604
| +5% | +$3.02M | 14.16% | 1 |
|
2020
Q4 | $52.4M | Sell |
269,275
-3,302
| -1% | -$643K | 13.66% | 1 |
|
2020
Q3 | $46.4M | Sell |
272,577
-8,992
| -3% | -$1.53M | 13.61% | 1 |
|
2020
Q2 | $44.1M | Sell |
281,569
-18,082
| -6% | -$2.83M | 13.21% | 1 |
|
2020
Q1 | $38.6M | Buy |
299,651
+4,888
| +2% | +$630K | 12.49% | 1 |
|
2019
Q4 | $48.2M | Sell |
294,763
-5,946
| -2% | -$973K | 13.36% | 1 |
|
2019
Q3 | $45.4M | Sell |
300,709
-154
| -0.1% | -$23.3K | 13.33% | 1 |
|
2019
Q2 | $45.2M | Buy |
300,863
+11,601
| +4% | +$1.74M | 13.96% | 1 |
|
2019
Q1 | $41.9M | Buy |
289,262
+7,094
| +3% | +$1.03M | 14.34% | 1 |
|
2018
Q4 | $36M | Buy |
282,168
+2,964
| +1% | +$378K | 13.82% | 1 |
|
2018
Q3 | $41.8M | Buy |
279,204
+2,146
| +0.8% | +$321K | 15.24% | 1 |
|
2018
Q2 | $38.9M | Buy |
277,058
+7,361
| +3% | +$1.03M | 14.82% | 1 |
|
2018
Q1 | $36.6M | Buy |
269,697
+2,666
| +1% | +$362K | 14.22% | 1 |
|
2017
Q4 | $36.7M | Buy |
267,031
+1,355
| +0.5% | +$186K | 14.97% | 1 |
|
2017
Q3 | $34.4M | Sell |
265,676
-367
| -0.1% | -$47.5K | 15.24% | 1 |
|
2017
Q2 | $33.1M | Buy |
266,043
+2,326
| +0.9% | +$289K | 15.87% | 1 |
|
2017
Q1 | $32M | Buy |
263,717
+11,195
| +4% | +$1.36M | 15.83% | 1 |
|
2016
Q4 | $29.1M | Buy |
252,522
+12,032
| +5% | +$1.39M | 15.25% | 1 |
|
2016
Q3 | $26.8M | Buy |
240,490
+6,084
| +3% | +$677K | 14.33% | 1 |
|
2016
Q2 | $25.1M | Buy |
234,406
+5,108
| +2% | +$547K | 13.9% | 1 |
|
2016
Q1 | $24M | Buy |
229,298
+456
| +0.2% | +$47.8K | 13.6% | 1 |
|
2015
Q4 | $23.9M | Buy |
228,842
+2,281
| +1% | +$238K | 14.36% | 1 |
|
2015
Q3 | $22.4M | Buy |
226,561
+6,797
| +3% | +$671K | 13.7% | 1 |
|
2015
Q2 | $23.5M | Buy |
219,764
+13,404
| +6% | +$1.43M | 13.64% | 1 |
|
2015
Q1 | $22.1M | Buy |
+206,360
| New | +$22.1M | 12.96% | 1 |
|