SBIA
Sheaff Brock Investment Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $4.42M | Sell |
16,087
-209
| -1% | -$57.4K | 0.41% | 66 |
|
|
2024
Q4 | $4.72M | Buy |
16,296
+350
| +2% | +$101K | 0.41% | 60 |
|
|
2024
Q3 | $4.52M | Sell |
15,946
-54
| -0.3% | -$15.3K | 0.4% | 61 |
|
|
2024
Q2 | $4.28M | Buy |
16,000
+516
| +3% | +$138K | 0.4% | 61 |
|
|
2024
Q1 | $4.02M | Buy |
15,484
+637
| +4% | +$166K | 0.25% | 68 |
|
|
2023
Q4 | $3.52M | Buy |
14,847
+870
| +6% | +$206K | 0.27% | 69 |
|
|
2023
Q3 | $2.97M | Sell |
13,977
-98
| -0.7% | -$20.8K | 0.27% | 76 |
|
|
2023
Q2 | $3.1M | Buy |
14,075
+85
| +0.6% | +$18.7K | 0.26% | 77 |
|
|
2023
Q1 | $2.86M | Sell |
13,990
-224
| -2% | -$45.7K | 0.26% | 76 |
|
|
2022
Q4 | $2.72M | Buy |
14,214
+420
| +3% | +$80.3K | 0.27% | 73 |
|
|
2022
Q3 | $2.48M | Buy |
13,794
+422
| +3% | +$75.7K | 0.27% | 73 |
|
|
2022
Q2 | $2.52M | Buy |
13,372
+452
| +3% | +$85.2K | 0.21% | 73 |
|
|
2022
Q1 | $2.94M | Buy |
12,920
+1,061
| +9% | +$242K | 0.2% | 80 |
|
|
2021
Q4 | $2.86M | Buy |
11,859
+2,329
| +24% | +$562K | 0.19% | 83 |
|
|
2021
Q3 | $2.12M | Buy |
9,530
+242
| +3% | +$53.8K | 0.16% | 97 |
|
|
2021
Q2 | $2.07M | Sell |
9,288
-292
| -3% | -$65.1K | 0.15% | 96 |
|
|
2021
Q1 | $1.98M | Sell |
9,580
-1,673
| -15% | -$346K | 0.16% | 87 |
|
|
2020
Q4 | $2.19M | Buy |
11,253
+2
| +0% | +$389 | 0.18% | 79 |
|
|
2020
Q3 | $1.92M | Sell |
11,251
-594
| -5% | -$101K | 0.18% | 83 |
|
|
2020
Q2 | $1.85M | Buy |
11,845
+923
| +8% | +$144K | 0.18% | 79 |
|
|
2020
Q1 | $1.41M | Sell |
10,922
-1,230
| -10% | -$159K | 0.19% | 74 |
|
|
2019
Q4 | $1.99M | Buy |
12,152
+567
| +5% | +$92.8K | 0.19% | 74 |
|
|
2019
Q3 | $1.75M | Sell |
11,585
-1,423
| -11% | -$215K | 0.19% | 78 |
|
|
2019
Q2 | $1.95M | Buy |
13,008
+484
| +4% | +$72.6K | 0.21% | 75 |
|
|
2019
Q1 | $1.81M | Buy |
12,524
+1,550
| +14% | +$224K | 0.22% | 84 |
|
|
2018
Q4 | $1.4M | Buy |
10,974
+362
| +3% | +$46.2K | 0.22% | 87 |
|
|
2018
Q3 | $1.59M | Buy |
10,612
+384
| +4% | +$57.5K | 0.15% | 92 |
|
|
2018
Q2 | $1.44M | Sell |
10,228
-674
| -6% | -$94.6K | 0.14% | 101 |
|
|
2018
Q1 | $1.48M | Sell |
10,902
-271
| -2% | -$36.8K | 0.15% | 102 |
|
|
2017
Q4 | $1.53M | Buy |
11,173
+168
| +2% | +$23.1K | 0.2% | 102 |
|
|
2017
Q3 | $1.43M | Sell |
11,005
-239
| -2% | -$30.9K | 0.19% | 107 |
|
|
2017
Q2 | $1.4M | Sell |
11,244
-1,272
| -10% | -$158K | 0.18% | 111 |
|
|
2017
Q1 | $1.52M | Sell |
12,516
-994
| -7% | -$121K | 0.2% | 105 |
|
|
2016
Q4 | $1.56M | Sell |
13,510
-2,209
| -14% | -$255K | 0.2% | 104 |
|
|
2016
Q3 | $1.75M | Buy |
15,719
+507
| +3% | +$56.4K | 0.23% | 90 |
|
|
2016
Q2 | $1.63M | Buy |
15,212
+618
| +4% | +$66.2K | 0.21% | 97 |
|
|
2016
Q1 | $1.53M | Sell |
14,594
-9,288
| -39% | -$974K | 0.19% | 112 |
|
|
2015
Q4 | $2.49M | Buy |
+23,882
| New | +$2.49M | 0.28% | 83 |
|