SA
Strategic 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 | $2.25M | Buy |
7,416
+1,681
| +29% | +$511K | 0.44% | 55 |
|
|
2025
Q1 | $1.58M | Buy |
5,735
+3,519
| +159% | +$967K | 0.3% | 71 |
|
|
2024
Q4 | $642K | Buy |
2,216
+1,042
| +89% | +$302K | 0.12% | 123 |
|
|
2024
Q3 | $333K | Buy |
1,174
+2
| +0.2% | +$567 | 0.06% | 168 |
|
|
2024
Q2 | $313K | Sell |
1,172
-150
| -11% | -$40.1K | 0.06% | 163 |
|
|
2024
Q1 | $344K | Buy |
1,322
+3
| +0.2% | +$780 | 0.07% | 160 |
|
|
2023
Q4 | $313K | Buy |
1,319
+3
| +0.2% | +$712 | 0.06% | 164 |
|
|
2023
Q3 | $280K | Sell |
1,316
-248
| -16% | -$52.7K | 0.06% | 170 |
|
|
2023
Q2 | $345K | Sell |
1,564
-711
| -31% | -$157K | 0.07% | 152 |
|
|
2023
Q1 | $464K | Buy |
2,275
+80
| +4% | +$16.3K | 0.09% | 138 |
|
|
2022
Q4 | $420K | Sell |
2,195
-193
| -8% | -$36.9K | 0.09% | 135 |
|
|
2022
Q3 | $428K | Sell |
2,388
-196
| -8% | -$35.1K | 0.09% | 130 |
|
|
2022
Q2 | $487K | Sell |
2,584
-668
| -21% | -$126K | 0.1% | 130 |
|
|
2022
Q1 | $740K | Buy |
3,252
+4
| +0.1% | +$910 | 0.13% | 122 |
|
|
2021
Q4 | $784K | Sell |
3,248
-146
| -4% | -$35.2K | 0.11% | 126 |
|
|
2021
Q3 | $753K | Sell |
3,394
-495
| -13% | -$110K | 0.16% | 119 |
|
|
2021
Q2 | $866K | Buy |
3,889
+837
| +27% | +$186K | 0.23% | 92 |
|
|
2021
Q1 | $631K | Buy |
3,052
+105
| +4% | +$21.7K | 0.18% | 96 |
|
|
2020
Q4 | $584K | Sell |
2,947
-981
| -25% | -$194K | 0.17% | 98 |
|
|
2020
Q3 | $681K | Sell |
3,928
-1,180
| -23% | -$205K | 0.23% | 86 |
|
|
2020
Q2 | $846K | Buy |
5,108
+1,215
| +31% | +$201K | 0.32% | 66 |
|
|
2020
Q1 | $533K | Buy |
3,893
+409
| +12% | +$56K | 0.23% | 84 |
|
|
2019
Q4 | $570K | Buy |
3,484
+814
| +30% | +$133K | 0.2% | 99 |
|
|
2019
Q3 | $403K | Buy |
2,670
+12
| +0.5% | +$1.81K | 0.15% | 118 |
|
|
2019
Q2 | $398K | Buy |
2,658
+9
| +0.3% | +$1.35K | 0.15% | 117 |
|
|
2019
Q1 | $383K | Sell |
2,649
-111
| -4% | -$16K | 0.15% | 121 |
|
|
2018
Q4 | $352K | Sell |
2,760
-213
| -7% | -$27.2K | 0.15% | 110 |
|
|
2018
Q3 | $445K | Hold |
2,973
| – | – | 0.16% | 107 |
|
|
2018
Q2 | $417K | Sell |
2,973
-413
| -12% | -$57.9K | 0.17% | 108 |
|
|
2018
Q1 | $460K | Buy |
3,386
+14
| +0.4% | +$1.9K | 0.19% | 97 |
|
|
2017
Q4 | $463K | Buy |
3,372
+81
| +2% | +$11.1K | 0.19% | 99 |
|
|
2017
Q3 | $426K | Buy |
3,291
+14
| +0.4% | +$1.81K | 0.18% | 110 |
|
|
2017
Q2 | $408K | Sell |
3,277
-23
| -0.7% | -$2.86K | 0.19% | 105 |
|
|
2017
Q1 | $400K | Buy |
3,300
+34
| +1% | +$4.12K | 0.19% | 102 |
|
|
2016
Q4 | $377K | Buy |
3,266
+21
| +0.6% | +$2.42K | 0.2% | 97 |
|
|
2016
Q3 | $361K | Buy |
3,245
+15
| +0.5% | +$1.67K | 0.2% | 103 |
|
|
2016
Q2 | $346K | Sell |
3,230
-737
| -19% | -$78.9K | 0.2% | 100 |
|
|
2016
Q1 | $416K | Buy |
3,967
+18
| +0.5% | +$1.89K | 0.24% | 100 |
|
|
2015
Q4 | $412K | Sell |
3,949
-48
| -1% | -$5.01K | 0.27% | 91 |
|
|
2015
Q3 | $395K | Buy |
3,997
+7
| +0.2% | +$692 | 0.27% | 92 |
|
|
2015
Q2 | $427K | Buy |
+3,990
| New | +$427K | 0.27% | 92 |
|