SIC
SJS Investment Consulting’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 | $687K | Buy |
2,259
+23
| +1% | +$6.99K | 0.11% | 46 |
|
|
2025
Q1 | $614K | Buy |
2,236
+84
| +4% | +$23.1K | 0.1% | 47 |
|
|
2024
Q4 | $624K | Hold |
2,152
| – | – | 0.11% | 44 |
|
|
2024
Q3 | $609K | Sell |
2,152
-297
| -12% | -$84.1K | 0.11% | 43 |
|
|
2024
Q2 | $655K | Buy |
2,449
+20
| +0.8% | +$5.35K | 0.13% | 36 |
|
|
2024
Q1 | $631K | Buy |
2,429
+139
| +6% | +$36.1K | 0.13% | 37 |
|
|
2023
Q4 | $543K | Buy |
2,290
+625
| +38% | +$148K | 0.12% | 42 |
|
|
2023
Q3 | $354K | Hold |
1,665
| – | – | 0.09% | 52 |
|
|
2023
Q2 | $367K | Sell |
1,665
-114
| -6% | -$25.1K | 0.09% | 53 |
|
|
2023
Q1 | $363K | Sell |
1,779
-1,849
| -51% | -$377K | 0.1% | 51 |
|
|
2022
Q4 | $694K | Sell |
3,628
-770
| -18% | -$147K | 0.21% | 34 |
|
|
2022
Q3 | $789K | Buy |
+4,398
| New | +$789K | 0.27% | 26 |
|
|
2022
Q1 | $1.23M | Buy |
5,401
+54
| +1% | +$12.3K | 0.38% | 24 |
|
|
2021
Q4 | $1.29M | Buy |
+5,347
| New | +$1.29M | 0.39% | 24 |
|