SAM
Satovsky Asset 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 | $23.2M | Buy |
76,269
+4,335
| +6% | +$1.32M | 4.94% | 6 |
|
|
2025
Q1 | $19.8M | Buy |
71,934
+3,148
| +5% | +$865K | 4.42% | 7 |
|
|
2024
Q4 | $19.9M | Sell |
68,786
-578
| -0.8% | -$168K | 4.56% | 7 |
|
|
2024
Q3 | $19.6M | Buy |
69,364
+1,382
| +2% | +$391K | 4.43% | 7 |
|
|
2024
Q2 | $18.2M | Buy |
67,982
+2,057
| +3% | +$550K | 4.37% | 7 |
|
|
2024
Q1 | $17.1M | Buy |
65,925
+3,395
| +5% | +$882K | 5.01% | 6 |
|
|
2023
Q4 | $14.8M | Buy |
62,530
+1,519
| +2% | +$360K | 4.62% | 6 |
|
|
2023
Q3 | $13M | Buy |
61,011
+5,093
| +9% | +$1.08M | 4.39% | 6 |
|
|
2023
Q2 | $12.3M | Buy |
55,918
+10,651
| +24% | +$2.35M | 4.16% | 6 |
|
|
2023
Q1 | $9.24M | Buy |
45,267
+13,425
| +42% | +$2.74M | 3.44% | 7 |
|
|
2022
Q4 | $6.09M | Sell |
31,842
-3,151
| -9% | -$602K | 2.52% | 9 |
|
|
2022
Q3 | $6.28M | Buy |
34,993
+5,418
| +18% | +$972K | 3.61% | 7 |
|
|
2022
Q2 | $5.69M | Buy |
29,575
+16,380
| +124% | +$3.15M | 3.32% | 6 |
|
|
2022
Q1 | $3M | Buy |
13,195
+9,858
| +295% | +$2.24M | 2.01% | 4 |
|
|
2021
Q4 | $821K | Buy |
+3,337
| New | +$821K | 0.55% | 13 |
|