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 |
|