Sawyer & 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
$957K Buy
3,149
+591
+23% +$180K 0.36% 62
2025
Q1
$703K Sell
2,558
-486
-16% -$134K 0.28% 68
2024
Q4
$882K Buy
3,044
+124
+4% +$35.9K 0.33% 66
2024
Q3
$827K Buy
2,920
+95
+3% +$26.9K 0.31% 70
2024
Q2
$756K Buy
2,825
+86
+3% +$23K 0.3% 69
2024
Q1
$712K Sell
2,739
-184
-6% -$47.8K 0.28% 71
2023
Q4
$693K Buy
2,923
+257
+10% +$60.9K 0.31% 71
2023
Q3
$566K Sell
2,666
-17
-0.6% -$3.61K 0.26% 72
2023
Q2
$591K Buy
2,683
+229
+9% +$50.4K 0.27% 76
2023
Q1
$500K Buy
2,454
+38
+2% +$7.74K 0.27% 75
2022
Q4
$462K Buy
2,416
+1,001
+71% +$191K 0.23% 81
2022
Q3
$254K Buy
1,415
+128
+10% +$23K 0.14% 91
2022
Q2
$243K Buy
1,287
+95
+8% +$17.9K 0.12% 94
2022
Q1
$271K Sell
1,192
-717
-38% -$163K 0.12% 93
2021
Q4
$461K Sell
1,909
-312
-14% -$75.3K 0.2% 83
2021
Q3
$493K Buy
2,221
+37
+2% +$8.21K 0.23% 80
2021
Q2
$487K Buy
2,184
+95
+5% +$21.2K 0.23% 79
2021
Q1
$432K Buy
2,089
+36
+2% +$7.45K 0.22% 80
2020
Q4
$400K Sell
2,053
-4
-0.2% -$779 0.2% 81
2020
Q3
$350K Buy
2,057
+28
+1% +$4.76K 0.21% 81
2020
Q2
$318K Buy
2,029
+46
+2% +$7.21K 0.2% 87
2020
Q1
$256K Buy
1,983
+190
+11% +$24.5K 0.2% 87
2019
Q4
$293K Sell
1,793
-49
-3% -$8.01K 0.19% 91
2019
Q3
$278K Buy
1,842
+1,126
+157% +$170K 0.2% 88
2019
Q2
$107K Buy
716
+131
+22% +$19.6K 0.07% 113
2019
Q1
$85K Buy
585
+285
+95% +$41.4K 0.06% 113
2018
Q4
$38K Sell
300
-132
-31% -$16.7K 0.03% 126
2018
Q3
$65K Buy
+432
New +$65K 0.04% 126