SIAP
Sterling Investment Advisors (Pennsylvania)’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 | $848K | Buy |
2,789
+80
| +3% | +$24.3K | 0.19% | 102 |
|
|
2025
Q1 | $744K | Buy |
+2,709
| New | +$744K | 0.18% | 101 |
|
|
2022
Q3 | – | Sell |
-579
| Closed | -$109K | – | 512 |
|
|
2022
Q2 | $109K | Buy |
579
+95
| +20% | +$17.9K | 0.04% | 174 |
|
|
2022
Q1 | $110K | Sell |
484
-125
| -21% | -$28.4K | 0.03% | 184 |
|
|
2021
Q4 | $147K | Buy |
609
+42
| +7% | +$10.1K | 0.04% | 168 |
|
|
2021
Q3 | $126K | Buy |
567
+402
| +244% | +$89.3K | 0.04% | 174 |
|
|
2021
Q2 | $37K | Hold |
165
| – | – | 0.01% | 291 |
|
|
2021
Q1 | $34K | Hold |
165
| – | – | 0.01% | 272 |
|
|
2020
Q4 | $32K | Hold |
165
| – | – | 0.01% | 263 |
|
|
2020
Q3 | $28K | Hold |
165
| – | – | 0.01% | 258 |
|
|
2020
Q2 | $25K | Hold |
165
| – | – | 0.01% | 274 |
|
|
2020
Q1 | $21K | Buy |
165
+41
| +33% | +$5.22K | 0.01% | 259 |
|
|
2019
Q4 | $20K | Sell |
124
-1
| -0.8% | -$161 | 0.01% | 295 |
|
|
2019
Q3 | $19K | Hold |
125
| – | – | 0.01% | 300 |
|
|
2019
Q2 | $19K | Hold |
125
| – | – | 0.01% | 301 |
|
|
2019
Q1 | $18K | Hold |
125
| – | – | 0.01% | 302 |
|
|
2018
Q4 | $15K | Sell |
125
-2
| -2% | -$240 | 0.01% | 307 |
|
|
2018
Q3 | $19K | Hold |
127
| – | – | 0.01% | 312 |
|
|
2018
Q2 | $17K | Hold |
127
| – | – | 0.01% | 305 |
|
|
2018
Q1 | $17K | Hold |
127
| – | – | 0.01% | 288 |
|
|
2017
Q4 | $17K | Hold |
127
| – | – | 0.01% | 271 |
|
|
2017
Q3 | $16K | Hold |
127
| – | – | 0.01% | 272 |
|
|
2017
Q2 | $16K | Hold |
127
| – | – | 0.01% | 274 |
|
|
2017
Q1 | $15K | Hold |
127
| – | – | 0.01% | 271 |
|
|
2016
Q4 | $15K | Buy |
+127
| New | +$15K | 0.01% | 238 |
|