S&CO Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $875K | Hold |
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|
2025
Q1 | $792K | Hold |
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|
2024
Q4 | $835K | Hold |
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|
2024
Q3 | $816K | Sell |
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|
2024
Q2 | $982K | Buy |
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|
2024
Q1 | $749K | Hold |
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|
2023
Q4 | $683K | Hold |
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|
2023
Q3 | $612K | Hold |
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|
2023
Q2 | $634K | Hold |
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|
2023
Q1 | $588K | Hold |
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|
2022
Q4 | $551K | Hold |
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|
2022
Q3 | $517K | Hold |
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|
2022
Q2 | $543K | Sell |
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|
2022
Q1 | $666K | Hold |
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|
2021
Q4 | $706K | Hold |
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|
2021
Q3 | $649K | Hold |
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|
2021
Q2 | $652K | Hold |
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|
2021
Q1 | $604K | Hold |
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|
2020
Q4 | $570K | Sell |
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|
2020
Q3 | $504K | Hold |
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|
2020
Q2 | $464K | Hold |
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|
2020
Q1 | $382K | Hold |
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|
2019
Q4 | $485K | Sell |
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|
2019
Q3 | $453K | Hold |
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|
2019
Q2 | $451K | Sell |
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|
2019
Q1 | $442K | Hold |
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|
2018
Q4 | $390K | Hold |
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|
2018
Q3 | $457K | Hold |
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|
2018
Q2 | $429K | Hold |
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|
2018
Q1 | $415K | Hold |
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|
2017
Q4 | $420K | Hold |
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|
2017
Q3 | $396K | Buy |
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|
2017
Q2 | $378K | Sell |
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|
2017
Q1 | $379K | Sell |
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|
2016
Q4 | $379K | Hold |
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|
2016
Q3 | $366K | Sell |
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|
2016
Q2 | $359K | Buy |
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|
2016
Q1 | $344K | Buy |
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|
2015
Q4 | $259K | Hold |
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|
2015
Q3 | $245K | Hold |
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|
2015
Q2 | $265K | Buy |
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