SHJ
Sharkey, Howes & Javer’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 | $1.85M | Hold |
6,094
| – | – | 0.25% | 65 |
|
2025
Q1 | $1.67M | Buy |
6,094
+163
| +3% | +$44.8K | 0.24% | 67 |
|
2024
Q4 | $1.72M | Buy |
5,931
+728
| +14% | +$211K | 0.24% | 63 |
|
2024
Q3 | $1.47M | Hold |
5,203
| – | – | 0.21% | 70 |
|
2024
Q2 | $1.39M | Buy |
5,203
+62
| +1% | +$16.6K | 0.22% | 60 |
|
2024
Q1 | $1.34M | Sell |
5,141
-13,310
| -72% | -$3.46M | 0.22% | 62 |
|
2023
Q4 | $4.38M | Buy |
18,451
+297
| +2% | +$70.5K | 0.77% | 25 |
|
2023
Q3 | $3.86M | Sell |
18,154
-321
| -2% | -$68.2K | 0.74% | 32 |
|
2023
Q2 | $4.07M | Buy |
18,475
+12,731
| +222% | +$2.8M | 0.77% | 26 |
|
2023
Q1 | $1.17M | Sell |
5,744
-578
| -9% | -$118K | 0.25% | 49 |
|
2022
Q4 | $1.21M | Sell |
6,322
-30,864
| -83% | -$5.9M | 0.28% | 46 |
|
2022
Q3 | $6.67M | Buy |
37,186
+34,086
| +1,100% | +$6.12M | 1.45% | 15 |
|
2022
Q2 | $585K | Hold |
3,100
| – | – | 0.14% | 56 |
|
2022
Q1 | $706K | Hold |
3,100
| – | – | 0.16% | 51 |
|
2021
Q4 | $748K | Hold |
3,100
| – | – | 0.17% | 53 |
|
2021
Q3 | $688K | Hold |
3,100
| – | – | 0.18% | 50 |
|
2021
Q2 | $691K | Hold |
3,100
| – | – | 0.18% | 48 |
|
2021
Q1 | $641K | Hold |
3,100
| – | – | 0.2% | 50 |
|
2020
Q4 | $603K | Hold |
3,100
| – | – | 0.2% | 48 |
|
2020
Q3 | $528K | Hold |
3,100
| – | – | 0.2% | 50 |
|
2020
Q2 | $485K | Hold |
3,100
| – | – | 0.21% | 51 |
|
2020
Q1 | $400K | Buy |
3,100
+500
| +19% | +$64.5K | 0.21% | 48 |
|
2019
Q4 | $425K | Hold |
2,600
| – | – | 0.18% | 47 |
|
2019
Q3 | $393K | Hold |
2,600
| – | – | 0.17% | 43 |
|
2019
Q2 | $390K | Hold |
2,600
| – | – | 0.18% | 40 |
|
2019
Q1 | $376K | Buy |
2,600
+500
| +24% | +$72.3K | 0.18% | 42 |
|
2018
Q4 | $268K | Buy |
2,100
+600
| +40% | +$76.6K | 0.17% | 40 |
|
2018
Q3 | $224K | Buy |
+1,500
| New | +$224K | 0.12% | 45 |
|