SIA
Soltis Investment Advisors’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 | $3.37M | Buy |
11,081
+574
| +5% | +$174K | 0.26% | 93 |
|
|
2025
Q1 | $2.89M | Sell |
10,507
-3,534
| -25% | -$971K | 0.26% | 99 |
|
|
2024
Q4 | $4.07M | Sell |
14,041
-864
| -6% | -$250K | 0.38% | 72 |
|
|
2024
Q3 | $4.22M | Buy |
14,905
+916
| +7% | +$259K | 0.41% | 71 |
|
|
2024
Q2 | $3.74M | Buy |
13,989
+1,234
| +10% | +$330K | 0.4% | 79 |
|
|
2024
Q1 | $3.31M | Sell |
12,755
-563
| -4% | -$146K | 0.37% | 87 |
|
|
2023
Q4 | $3.16M | Sell |
13,318
-210
| -2% | -$49.8K | 0.36% | 86 |
|
|
2023
Q3 | $2.87M | Sell |
13,528
-506
| -4% | -$107K | 0.37% | 86 |
|
|
2023
Q2 | $3.09M | Buy |
14,034
+483
| +4% | +$106K | 0.36% | 80 |
|
|
2023
Q1 | $2.77M | Buy |
13,551
+2,651
| +24% | +$541K | 0.35% | 86 |
|
|
2022
Q4 | $2.08M | Buy |
10,900
+1,367
| +14% | +$261K | 0.27% | 99 |
|
|
2022
Q3 | $1.71M | Sell |
9,533
-2,708
| -22% | -$486K | 0.26% | 97 |
|
|
2022
Q2 | $2.31M | Buy |
12,241
+3,034
| +33% | +$572K | 0.34% | 75 |
|
|
2022
Q1 | $2.1M | Sell |
9,207
-1,943
| -17% | -$442K | 0.29% | 78 |
|
|
2021
Q4 | $2.69M | Buy |
11,150
+2,837
| +34% | +$685K | 0.38% | 56 |
|
|
2021
Q3 | $1.85M | Buy |
8,313
+65
| +0.8% | +$14.4K | 0.29% | 74 |
|
|
2021
Q2 | $1.84M | Sell |
8,248
-121
| -1% | -$27K | 0.29% | 73 |
|
|
2021
Q1 | $1.73M | Buy |
8,369
+313
| +4% | +$64.7K | 0.32% | 64 |
|
|
2020
Q4 | $1.57M | Buy |
8,056
+1,058
| +15% | +$206K | 0.29% | 65 |
|
|
2020
Q3 | $1.19M | Sell |
6,998
-307
| -4% | -$52.3K | 0.28% | 77 |
|
|
2020
Q2 | $1.14M | Sell |
7,305
-666
| -8% | -$104K | 0.3% | 59 |
|
|
2020
Q1 | $1.03M | Buy |
7,971
+1,073
| +16% | +$138K | 0.32% | 48 |
|
|
2019
Q4 | $1.13M | Buy |
+6,898
| New | +$1.13M | 0.22% | 53 |
|