Shepherd Kaplan Krochuk’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 | $6.05M | Buy |
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|
2025
Q1 | $3.84M | Buy |
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|
2024
Q4 | $3.36M | Buy |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.5M | Buy |
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|
2023
Q4 | $890K | Buy |
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|
2023
Q3 | $729K | Buy |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $227K | Sell |
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|
2021
Q2 | $264K | Buy |
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|
2021
Q1 | $207K | Sell |
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|
2020
Q4 | $448K | Sell |
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|
2020
Q3 | $398K | Buy |
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|
2020
Q2 | $322K | Sell |
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|
2020
Q1 | $376K | Buy |
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|
2019
Q4 | $413K | Buy |
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|
2019
Q3 | $380K | Buy |
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|
2019
Q2 | $377K | Buy |
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|
2019
Q1 | $319K | Buy |
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|
2018
Q4 | $205K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $728K | Hold |
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|
2016
Q4 | $692K | Sell |
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|
2016
Q3 | $853K | Hold |
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|
2016
Q2 | $821K | Hold |
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|
2016
Q1 | $803K | Hold |
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|
2015
Q4 | $799K | Hold |
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|
2015
Q3 | $756K | Hold |
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|
2015
Q2 | $820K | Hold |
|
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|
2015
Q1 | $822K | Hold |
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|
2014
Q4 | $812K | Hold |
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|
2014
Q3 | $776K | Hold |
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|
2014
Q2 | $780K | Hold |
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|
2014
Q1 | $747K | Hold |
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|
2013
Q4 | $735K | Buy |
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|
2013
Q3 | $645K | Hold |
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|
2013
Q2 | $608K | Buy |
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