SRH 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 | $225K | Hold |
741
| – | – | 0.07% | 49 |
|
|
2025
Q1 | $204K | Sell |
741
-12
| -2% | -$3.3K | 0.06% | 54 |
|
|
2024
Q4 | $218K | Sell |
753
-95
| -11% | -$27.5K | 0.06% | 54 |
|
|
2024
Q3 | $240K | Hold |
848
| – | – | 0.07% | 53 |
|
|
2024
Q2 | $227K | Hold |
848
| – | – | 0.08% | 54 |
|
|
2024
Q1 | $220K | Hold |
848
| – | – | 0.07% | 56 |
|
|
2023
Q4 | $201K | Hold |
848
| – | – | 0.07% | 57 |
|
|
2023
Q3 | $180K | Hold |
848
| – | – | 0.09% | 60 |
|
|
2023
Q2 | $173K | Hold |
848
| – | – | 0.09% | 61 |
|
|
2023
Q1 | $173K | Sell |
848
-360
| -30% | -$73.4K | 0.09% | 62 |
|
|
2022
Q4 | $231K | Buy |
1,208
+396
| +49% | +$75.7K | 0.13% | 54 |
|
|
2022
Q3 | $146K | Buy |
812
+19
| +2% | +$3.42K | 0.19% | 63 |
|
|
2022
Q2 | $150K | Sell |
793
-119
| -13% | -$22.5K | 0.18% | 63 |
|
|
2022
Q1 | $208K | Buy |
912
+23
| +3% | +$5.25K | 0.23% | 58 |
|
|
2021
Q4 | $215K | Buy |
889
+1
| +0.1% | +$242 | 0.24% | 59 |
|
|
2021
Q3 | $197K | Buy |
888
+1
| +0.1% | +$222 | 0.24% | 59 |
|
|
2021
Q2 | $198K | Buy |
887
+1
| +0.1% | +$223 | 0.25% | 57 |
|
|
2021
Q1 | $183K | Buy |
886
+101
| +13% | +$20.9K | 0.26% | 53 |
|
|
2020
Q4 | $153K | Buy |
785
+2
| +0.3% | +$390 | 0.25% | 52 |
|
|
2020
Q3 | $133K | Buy |
783
+2
| +0.3% | +$340 | 0.26% | 51 |
|
|
2020
Q2 | $122K | Buy |
781
+11
| +1% | +$1.72K | 0.3% | 51 |
|
|
2020
Q1 | $99K | Buy |
770
+29
| +4% | +$3.73K | 0.28% | 53 |
|
|
2019
Q4 | $121K | Buy |
741
+1
| +0.1% | +$163 | 0.39% | 50 |
|
|
2019
Q3 | $112K | Buy |
740
+1
| +0.1% | +$151 | 0.38% | 49 |
|
|
2019
Q2 | $111K | Buy |
739
+1
| +0.1% | +$150 | 0.38% | 51 |
|
|
2019
Q1 | $107K | Buy |
738
+42
| +6% | +$6.09K | 0.38% | 53 |
|
|
2018
Q4 | $89K | Buy |
696
+2
| +0.3% | +$256 | 0.34% | 61 |
|
|
2018
Q3 | $104K | Hold |
694
| – | – | 0.36% | 55 |
|
|
2018
Q2 | $97K | Buy |
694
+1
| +0.1% | +$140 | 0.36% | 59 |
|
|
2018
Q1 | $94K | Buy |
693
+32
| +5% | +$4.34K | 0.37% | 56 |
|
|
2017
Q4 | $91K | Hold |
661
| – | – | 0.36% | 57 |
|
|
2017
Q3 | $86K | Sell |
661
-24
| -4% | -$3.12K | 0.36% | 58 |
|
|
2017
Q2 | $85K | Sell |
685
-349
| -34% | -$43.3K | 0.41% | 50 |
|
|
2017
Q1 | $125K | Buy |
1,034
+40
| +4% | +$4.84K | 0.58% | 39 |
|
|
2016
Q4 | $115K | Hold |
994
| – | – | 0.57% | 39 |
|
|
2016
Q3 | $111K | Sell |
994
-43
| -4% | -$4.8K | 0.58% | 40 |
|
|
2016
Q2 | $111K | Buy |
1,037
+47
| +5% | +$5.03K | 0.59% | 40 |
|
|
2016
Q1 | $104K | Hold |
990
| – | – | 0.57% | 41 |
|
|
2015
Q4 | $103K | Hold |
990
| – | – | 0.61% | 41 |
|
|
2015
Q3 | $98K | Buy |
990
+80
| +9% | +$7.92K | 0.57% | 40 |
|
|
2015
Q2 | $97K | Hold |
910
| – | – | 0.61% | 38 |
|
|
2015
Q1 | $98K | Hold |
910
| – | – | 0.65% | 35 |
|
|
2014
Q4 | $96K | Hold |
910
| – | – | 0.65% | 36 |
|
|
2014
Q3 | $92K | Hold |
910
| – | – | 0.71% | 31 |
|
|
2014
Q2 | $93K | Hold |
910
| – | – | 0.73% | 31 |
|
|
2014
Q1 | $89K | Hold |
910
| – | – | 0.71% | 29 |
|
|
2013
Q4 | $87K | Buy |
+910
| New | +$87K | 0.86% | 26 |
|