SI
SimpliFi Inc’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 | $1.46M | Sell |
4,804
-84
| -2% | -$25.5K | 0.64% | 15 |
|
|
2025
Q1 | $1.34M | Buy |
4,888
+461
| +10% | +$127K | 0.62% | 17 |
|
|
2024
Q4 | $1.28M | Buy |
4,427
+168
| +4% | +$48.7K | 0.59% | 18 |
|
|
2024
Q3 | $1.21M | Sell |
4,259
-120
| -3% | -$34K | 0.53% | 20 |
|
|
2024
Q2 | $1.17M | Buy |
4,379
+490
| +13% | +$131K | 0.54% | 19 |
|
|
2024
Q1 | $1.01M | Buy |
3,889
+13
| +0.3% | +$3.38K | 0.46% | 21 |
|
|
2023
Q4 | $823K | Hold |
3,876
| – | – | 0.41% | 20 |
|
|
2023
Q3 | $823K | Buy |
3,876
+379
| +11% | +$80.5K | 0.41% | 20 |
|
|
2023
Q2 | $770K | Buy |
3,497
+648
| +23% | +$143K | 0.36% | 21 |
|
|
2023
Q1 | $582K | Buy |
2,849
+1,067
| +60% | +$218K | 0.29% | 25 |
|
|
2022
Q4 | $341K | Sell |
1,782
-176
| -9% | -$33.6K | 0.18% | 21 |
|
|
2022
Q3 | $351K | Buy |
1,958
+46
| +2% | +$8.25K | 0.18% | 25 |
|
|
2022
Q2 | $361K | Buy |
1,912
+79
| +4% | +$14.9K | 0.18% | 25 |
|
|
2022
Q1 | $417K | Buy |
1,833
+18
| +1% | +$4.1K | 0.19% | 24 |
|
|
2021
Q4 | $438K | Buy |
1,815
+94
| +5% | +$22.7K | 0.19% | 25 |
|
|
2021
Q3 | $382K | Buy |
1,721
+11
| +0.6% | +$2.44K | 0.17% | 20 |
|
|
2021
Q2 | $381K | Sell |
1,710
-957
| -36% | -$213K | 0.17% | 19 |
|
|
2021
Q1 | $551K | Sell |
2,667
-783
| -23% | -$162K | 0.26% | 14 |
|
|
2020
Q4 | $671K | Sell |
3,450
-158
| -4% | -$30.7K | 0.31% | 15 |
|
|
2020
Q3 | $614K | Sell |
3,608
-39
| -1% | -$6.64K | 0.31% | 15 |
|
|
2020
Q2 | $571K | Buy |
+3,647
| New | +$571K | 0.3% | 15 |
|