Roffman Miller Associates’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 | $2.09M | Sell |
6,866
-732
| -10% | -$222K | 0.12% | 59 |
|
|
2025
Q1 | $2.09M | Buy |
7,598
+481
| +7% | +$132K | 0.13% | 60 |
|
|
2024
Q4 | $2.06M | Sell |
7,117
-186
| -3% | -$53.9K | 0.13% | 59 |
|
|
2024
Q3 | $2.07M | Sell |
7,303
-365
| -5% | -$103K | 0.13% | 61 |
|
|
2024
Q2 | $2.05M | Sell |
7,668
-1,819
| -19% | -$487K | 0.14% | 58 |
|
|
2024
Q1 | $2.47M | Buy |
9,487
+1,975
| +26% | +$513K | 0.16% | 57 |
|
|
2023
Q4 | $1.78M | Buy |
7,512
+177
| +2% | +$42K | 0.13% | 59 |
|
|
2023
Q3 | $1.56M | Buy |
7,335
+1,362
| +23% | +$289K | 0.12% | 57 |
|
|
2023
Q2 | $1.32M | Sell |
5,973
-699
| -10% | -$154K | 0.1% | 58 |
|
|
2023
Q1 | $1.36M | Buy |
6,672
+451
| +7% | +$92K | 0.11% | 57 |
|
|
2022
Q4 | $1.19M | Sell |
6,221
-566
| -8% | -$108K | 0.1% | 60 |
|
|
2022
Q3 | $1.22M | Buy |
6,787
+111
| +2% | +$19.9K | 0.11% | 59 |
|
|
2022
Q2 | $1.26M | Buy |
6,676
+1
| +0% | +$189 | 0.11% | 60 |
|
|
2022
Q1 | $1.52M | Sell |
6,675
-535
| -7% | -$122K | 0.11% | 59 |
|
|
2021
Q4 | $1.74M | Buy |
7,210
+329
| +5% | +$79.4K | 0.12% | 59 |
|
|
2021
Q3 | $1.53M | Buy |
6,881
+442
| +7% | +$98.2K | 0.11% | 59 |
|
|
2021
Q2 | $1.44M | Buy |
6,439
+19
| +0.3% | +$4.23K | 0.11% | 59 |
|
|
2021
Q1 | $1.33M | Sell |
6,420
-149
| -2% | -$30.8K | 0.11% | 58 |
|
|
2020
Q4 | $1.28M | Buy |
6,569
+1,035
| +19% | +$202K | 0.11% | 59 |
|
|
2020
Q3 | $943K | Sell |
5,534
-155
| -3% | -$26.4K | 0.09% | 61 |
|
|
2020
Q2 | $891K | Buy |
5,689
+154
| +3% | +$24.1K | 0.09% | 78 |
|
|
2020
Q1 | $714K | Sell |
5,535
-107
| -2% | -$13.8K | 0.09% | 64 |
|
|
2019
Q4 | $923K | Buy |
5,642
+575
| +11% | +$94.1K | 0.09% | 61 |
|
|
2019
Q3 | $765K | Buy |
+5,067
| New | +$765K | 0.08% | 67 |
|
|
2019
Q1 | – | Sell |
-5,116
| Closed | -$664K | – | 85 |
|
|
2018
Q4 | $664K | Buy |
+5,116
| New | +$664K | 0.09% | 61 |
|