Signature Estate & Investment Advisors’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 | $10.9M | Sell |
35,866
-400
| -1% | -$122K | 0.25% | 49 |
|
|
2025
Q1 | $9.97M | Sell |
36,266
-2,050
| -5% | -$563K | 0.26% | 53 |
|
|
2024
Q4 | $11.1M | Buy |
38,316
+1,421
| +4% | +$412K | 0.28% | 49 |
|
|
2024
Q3 | $10.4M | Sell |
36,895
-337
| -0.9% | -$95.4K | 0.24% | 50 |
|
|
2024
Q2 | $9.96M | Buy |
37,232
+25,096
| +207% | +$6.71M | 0.25% | 50 |
|
|
2024
Q1 | $3.15M | Buy |
12,136
+677
| +6% | +$176K | 0.09% | 65 |
|
|
2023
Q4 | $2.72M | Buy |
11,459
+156
| +1% | +$37K | 0.08% | 73 |
|
|
2023
Q3 | $2.4M | Buy |
11,303
+241
| +2% | +$51.2K | 0.08% | 73 |
|
|
2023
Q2 | $2.44M | Sell |
11,062
-102
| -0.9% | -$22.5K | 0.08% | 71 |
|
|
2023
Q1 | $2.28M | Sell |
11,164
-182
| -2% | -$37.2K | 0.08% | 72 |
|
|
2022
Q4 | $2.17M | Buy |
11,346
+2
| +0% | +$382 | 0.08% | 78 |
|
|
2022
Q3 | $2.04M | Sell |
11,344
-702
| -6% | -$126K | 0.1% | 67 |
|
|
2022
Q2 | $2.27M | Buy |
12,046
+425
| +4% | +$80.2K | 0.11% | 59 |
|
|
2022
Q1 | $2.65M | Sell |
11,621
-276
| -2% | -$62.8K | 0.12% | 57 |
|
|
2021
Q4 | $2.87M | Sell |
11,897
-916
| -7% | -$221K | 0.13% | 57 |
|
|
2021
Q3 | $2.85M | Buy |
12,813
+21
| +0.2% | +$4.66K | 0.14% | 55 |
|
|
2021
Q2 | $2.85M | Sell |
12,792
-678
| -5% | -$151K | 0.13% | 55 |
|
|
2021
Q1 | $2.78M | Buy |
13,470
+316
| +2% | +$65.3K | 0.14% | 58 |
|
|
2020
Q4 | $2.56M | Buy |
13,154
+445
| +4% | +$86.6K | 0.14% | 60 |
|
|
2020
Q3 | $2.16M | Buy |
12,709
+206
| +2% | +$35.1K | 0.13% | 61 |
|
|
2020
Q2 | $1.96M | Sell |
12,503
-1,662
| -12% | -$260K | 0.14% | 60 |
|
|
2020
Q1 | $1.83M | Buy |
+14,165
| New | +$1.83M | 0.15% | 63 |
|