Sequoia Financial Advisors’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 | $1.08B | Buy |
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|
2025
Q1 | $951M | Buy |
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|
2024
Q4 | $930M | Buy |
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|
2024
Q3 | $844M | Buy |
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|
2024
Q2 | $784M | Buy |
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|
2024
Q1 | $732M | Buy |
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|
2023
Q4 | $641M | Buy |
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|
2023
Q3 | $527M | Buy |
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|
2023
Q2 | $544M | Buy |
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|
2023
Q1 | $460M | Buy |
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|
2022
Q4 | $421M | Buy |
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|
2022
Q3 | $365M | Sell |
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|
2022
Q2 | $386M | Buy |
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|
2022
Q1 | $463M | Buy |
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|
2021
Q4 | $442M | Buy |
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|
2021
Q3 | $147M | Sell |
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|
2021
Q2 | $388M | Sell |
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|
2021
Q1 | $376M | Buy |
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|
2020
Q4 | $333M | Buy |
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|
2020
Q3 | $281M | Buy |
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|
2020
Q2 | $250M | Buy |
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|
2020
Q1 | $190M | Buy |
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|
2019
Q4 | $206M | Buy |
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|
2019
Q3 | $177M | Buy |
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|
2019
Q2 | $149M | Buy |
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|
2019
Q1 | $131M | Buy |
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|
2018
Q4 | $84M | Buy |
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|
2018
Q3 | $86M | Sell |
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|
2018
Q2 | $87.6M | Buy |
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|
2018
Q1 | $83.6M | Buy |
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|
2017
Q4 | $79.3M | Sell |
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|
2017
Q3 | $78.7M | Buy |
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|
2017
Q2 | $71.7M | Buy |
|
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|
2017
Q1 | $67.6M | Buy |
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|
2016
Q4 | $55.9M | Buy |
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|
2016
Q3 | $47.1M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $201K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $223K | Buy |
|