Rowlandmiller & Partners’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 | $979K | Sell |
3,219
-65
| -2% | -$19.8K | 0.2% | 82 |
|
2025
Q1 | $903K | Buy |
3,284
+68
| +2% | +$18.7K | 0.19% | 84 |
|
2024
Q4 | $932K | Buy |
3,216
+129
| +4% | +$37.4K | 0.19% | 86 |
|
2024
Q3 | $874K | Buy |
3,087
+5
| +0.2% | +$1.42K | 0.18% | 87 |
|
2024
Q2 | $825K | Sell |
3,082
-1,450
| -32% | -$388K | 0.18% | 86 |
|
2024
Q1 | $1.18M | Buy |
4,532
+29
| +0.6% | +$7.54K | 0.25% | 74 |
|
2023
Q4 | $1.07M | Sell |
4,503
-526
| -10% | -$125K | 0.24% | 75 |
|
2023
Q3 | $1.07M | Sell |
5,029
-66
| -1% | -$14K | 0.26% | 68 |
|
2023
Q2 | $1.12M | Buy |
5,095
+95
| +2% | +$20.9K | 0.27% | 70 |
|
2023
Q1 | $1.02M | Sell |
5,000
-187
| -4% | -$38.2K | 0.25% | 71 |
|
2022
Q4 | $988K | Buy |
5,187
+524
| +11% | +$99.8K | 0.24% | 69 |
|
2022
Q3 | $837K | Buy |
4,663
+163
| +4% | +$29.3K | 0.23% | 69 |
|
2022
Q2 | $849K | Sell |
4,500
-165
| -4% | -$31.1K | 0.22% | 71 |
|
2022
Q1 | $1.06M | Sell |
4,665
-909
| -16% | -$207K | 0.25% | 66 |
|
2021
Q4 | $1.35M | Buy |
5,574
+298
| +6% | +$72K | 0.3% | 61 |
|
2021
Q3 | $826K | Sell |
5,276
-203
| -4% | -$31.8K | 0.28% | 60 |
|
2021
Q2 | $1.22M | Buy |
5,479
+175
| +3% | +$39K | 0.3% | 65 |
|
2021
Q1 | $1.1M | Buy |
5,304
+61
| +1% | +$12.6K | 0.29% | 66 |
|
2020
Q4 | $1.02M | Buy |
5,243
+176
| +3% | +$34.3K | 0.29% | 61 |
|
2020
Q3 | $653K | Sell |
5,067
-209
| -4% | -$26.9K | 0.26% | 66 |
|
2020
Q2 | $826K | Buy |
5,276
+209
| +4% | +$32.7K | 0.28% | 60 |
|
2020
Q1 | $653K | Sell |
5,067
-50
| -1% | -$6.45K | 0.26% | 66 |
|
2019
Q4 | $837K | Sell |
5,117
-159
| -3% | -$26K | 0.26% | 66 |
|
2019
Q3 | $798K | Buy |
5,276
+704
| +15% | +$107K | 0.27% | 65 |
|
2019
Q2 | $685K | Buy |
4,572
+72
| +2% | +$10.8K | 0.24% | 70 |
|
2019
Q1 | $651K | Buy |
4,500
+7
| +0.2% | +$1.01K | 0.23% | 69 |
|
2018
Q4 | $573K | Buy |
4,493
+4
| +0.1% | +$511 | 0.23% | 70 |
|
2018
Q3 | $672K | Sell |
4,489
-64
| -1% | -$9.58K | 0.24% | 68 |
|
2018
Q2 | $639K | Buy |
4,553
+10
| +0.2% | +$1.4K | 0.25% | 68 |
|
2018
Q1 | $618K | Sell |
4,543
-64
| -1% | -$8.71K | 0.25% | 68 |
|
2017
Q4 | $634K | Sell |
4,607
-33
| -0.7% | -$4.54K | 0.25% | 66 |
|
2017
Q3 | $601K | Buy |
4,640
+122
| +3% | +$15.8K | 0.25% | 64 |
|
2017
Q2 | $564K | Buy |
4,518
+11
| +0.2% | +$1.37K | 0.24% | 64 |
|
2017
Q1 | $547K | Hold |
4,507
| – | – | 0.24% | 64 |
|
2016
Q4 | $519K | Buy |
4,507
+3
| +0.1% | +$346 | 0.23% | 64 |
|
2016
Q3 | $501K | Buy |
+4,504
| New | +$501K | 0.23% | 62 |
|