Sigma Planning Corp’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
$13.2M Sell
43,546
-3,583
-8% -$1.09M 0.4% 39
2025
Q1
$13M Buy
47,129
+1,092
+2% +$300K 0.41% 41
2024
Q4
$13.3M Sell
46,037
-1,252
-3% -$363K 0.42% 40
2024
Q3
$13.4M Sell
47,289
-366
-0.8% -$104K 0.41% 41
2024
Q2
$12.8M Sell
47,655
-2,015
-4% -$539K 0.4% 40
2024
Q1
$12.9M Buy
49,670
+26,398
+113% +$6.86M 0.41% 40
2023
Q4
$5.52M Sell
23,272
-17,291
-43% -$4.1M 0.43% 36
2023
Q3
$8.62M Buy
40,563
+2,272
+6% +$483K 0.32% 55
2023
Q2
$8.43M Sell
38,291
-5,061
-12% -$1.11M 0.3% 58
2023
Q1
$8.85M Buy
43,352
+1,370
+3% +$280K 0.29% 61
2022
Q4
$8.03M Buy
41,982
+53
+0.1% +$10.1K 0.29% 71
2022
Q3
$7.53M Buy
41,929
+950
+2% +$170K 0.29% 71
2022
Q2
$7.73M Buy
40,979
+2,851
+7% +$538K 0.27% 71
2022
Q1
$8.68M Sell
38,128
-789
-2% -$180K 0.26% 70
2021
Q4
$9.4M Buy
38,917
+5,309
+16% +$1.28M 0.26% 71
2021
Q3
$7.46M Buy
33,608
+1,416
+4% +$314K 0.22% 90
2021
Q2
$7.17M Buy
32,192
+1,181
+4% +$263K 0.21% 99
2021
Q1
$6.41M Buy
31,011
+159
+0.5% +$32.9K 0.2% 115
2020
Q4
$6.01M Buy
30,852
+99
+0.3% +$19.3K 0.2% 107
2020
Q3
$5.24M Buy
30,753
+580
+2% +$98.8K 0.21% 104
2020
Q2
$4.72M Sell
30,173
-1,907
-6% -$299K 0.21% 101
2020
Q1
$4.14M Sell
32,080
-4,014
-11% -$517K 0.25% 80
2019
Q4
$5.91M Buy
36,094
+3,371
+10% +$552K 0.25% 77
2019
Q3
$4.94M Buy
32,723
+252
+0.8% +$38.1K 0.24% 96
2019
Q2
$4.87M Buy
32,471
+1,761
+6% +$264K 0.25% 93
2019
Q1
$4.44M Sell
30,710
-6,614
-18% -$957K 0.25% 93
2018
Q4
$4.76M Sell
37,324
-1,855
-5% -$237K 0.35% 65
2018
Q3
$5.86M Buy
39,179
+4,467
+13% +$668K 0.34% 62
2018
Q2
$4.88M Buy
34,712
+1,782
+5% +$250K 0.33% 64
2018
Q1
$4.47M Buy
32,930
+4,483
+16% +$608K 0.33% 63
2017
Q4
$3.9M Sell
28,447
-107
-0.4% -$14.7K 0.3% 72
2017
Q3
$3.7M Sell
28,554
-575
-2% -$74.5K 0.31% 64
2017
Q2
$3.63M Buy
29,129
+266
+0.9% +$33.1K 0.34% 57
2017
Q1
$3.5M Sell
28,863
-296
-1% -$35.9K 0.34% 60
2016
Q4
$3.36M Sell
29,159
-2,558
-8% -$295K 0.37% 54
2016
Q3
$3.53M Buy
31,717
+3,399
+12% +$378K 0.42% 51
2016
Q2
$3.04M Buy
28,318
+6,136
+28% +$658K 0.4% 50
2016
Q1
$2.33M Sell
22,182
-9,376
-30% -$983K 0.32% 69
2015
Q4
$3.29M Buy
31,558
+4,222
+15% +$440K 0.46% 44
2015
Q3
$2.7M Buy
27,336
+4,460
+19% +$440K 0.43% 46
2015
Q2
$2.45M Buy
22,876
+1,833
+9% +$196K 0.34% 72
2015
Q1
$2.26M Buy
21,043
+2,169
+11% +$233K 0.3% 78
2014
Q4
$2M Buy
+18,874
New +$2M 0.26% 97