SPIA
Strategic Point 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 | $6.48M | Sell |
21,333
-341
| -2% | -$104K | 1% | 20 |
|
|
2025
Q1 | $5.96M | Sell |
21,674
-616
| -3% | -$169K | 0.99% | 20 |
|
|
2024
Q4 | $6.46M | Sell |
22,290
-1,137
| -5% | -$330K | 1.05% | 20 |
|
|
2024
Q3 | $6.63M | Sell |
23,427
-352
| -1% | -$99.7K | 1.09% | 20 |
|
|
2024
Q2 | $6.36M | Sell |
23,779
-1,044
| -4% | -$279K | 1.14% | 19 |
|
|
2024
Q1 | $6.45M | Sell |
24,823
-306
| -1% | -$79.5K | 1.17% | 19 |
|
|
2023
Q4 | $5.96M | Sell |
25,129
-554
| -2% | -$131K | 1.15% | 20 |
|
|
2023
Q3 | $5.46M | Buy |
25,683
+13
| +0.1% | +$2.76K | 1.16% | 20 |
|
|
2023
Q2 | $5.65M | Sell |
25,670
-22,349
| -47% | -$4.92M | 1.16% | 20 |
|
|
2023
Q1 | $9.8M | Sell |
48,019
-566
| -1% | -$116K | 2.18% | 17 |
|
|
2022
Q4 | $9.29M | Sell |
48,585
-260
| -0.5% | -$49.7K | 2.24% | 18 |
|
|
2022
Q3 | $8.77M | Sell |
48,845
-617
| -1% | -$111K | 2.45% | 17 |
|
|
2022
Q2 | $9.33M | Buy |
49,462
+298
| +0.6% | +$56.2K | 2.59% | 15 |
|
|
2022
Q1 | $11.2M | Sell |
49,164
-1,541
| -3% | -$351K | 2.56% | 16 |
|
|
2021
Q4 | $12.2M | Buy |
50,705
+193
| +0.4% | +$46.6K | 2.76% | 15 |
|
|
2021
Q3 | $11.2M | Sell |
50,512
-1,033
| -2% | -$229K | 2.75% | 14 |
|
|
2021
Q2 | $11.5M | Sell |
51,545
-2,035
| -4% | -$453K | 2.79% | 15 |
|
|
2021
Q1 | $11.1M | Sell |
53,580
-690
| -1% | -$143K | 2.93% | 15 |
|
|
2020
Q4 | $10.7M | Sell |
54,270
-809
| -1% | -$160K | 2.97% | 13 |
|
|
2020
Q3 | $9.38M | Sell |
55,079
-820
| -1% | -$140K | 2.98% | 12 |
|
|
2020
Q2 | $9.19M | Sell |
55,899
-10,768
| -16% | -$1.77M | 3.01% | 12 |
|
|
2020
Q1 | $8.59M | Sell |
66,667
-3,252
| -5% | -$419K | 3.68% | 12 |
|
|
2019
Q4 | $11.4M | Sell |
69,919
-1,040
| -1% | -$170K | 4.18% | 10 |
|
|
2019
Q3 | $10.7M | Sell |
70,959
-2,785
| -4% | -$421K | 4.19% | 10 |
|
|
2019
Q2 | $11.1M | Sell |
73,744
-3,525
| -5% | -$529K | 4.69% | 10 |
|
|
2019
Q1 | $11.2M | Sell |
77,269
-6,555
| -8% | -$949K | 5.02% | 8 |
|
|
2018
Q4 | $10.7M | Sell |
83,824
-2,270
| -3% | -$290K | 5.06% | 8 |
|
|
2018
Q3 | $12.9K | Sell |
86,094
-1,520
| -2% | -$227 | 0.31% | 10 |
|
|
2018
Q2 | $12.3M | Sell |
87,614
-1,938
| -2% | -$272K | 4.82% | 9 |
|
|
2018
Q1 | $12.2M | Sell |
89,552
-3,385
| -4% | -$459K | 4.99% | 6 |
|
|
2017
Q4 | $12.8M | Sell |
92,937
-4,433
| -5% | -$608K | 5% | 6 |
|
|
2017
Q3 | $12.6M | Sell |
97,370
-1,415
| -1% | -$183K | 4.7% | 7 |
|
|
2017
Q2 | $12.3M | Sell |
98,785
-1,220
| -1% | -$152K | 4.79% | 7 |
|
|
2017
Q1 | $12.1K | Sell |
100,005
-500
| -0.5% | -$61 | 0.09% | 7 |
|
|
2016
Q4 | $11.6M | Buy |
100,505
+9,580
| +11% | +$1.1M | 4.75% | 9 |
|
|
2016
Q3 | $10.1M | Buy |
90,925
+65,355
| +256% | +$7.28M | 4.42% | 8 |
|
|
2016
Q2 | $2.74M | Buy |
25,570
+25
| +0.1% | +$2.68K | 1.22% | 11 |
|
|
2016
Q1 | $2.68M | Buy |
25,545
+190
| +0.7% | +$19.9K | 1.2% | 10 |
|
|
2015
Q4 | $2.64M | Buy |
25,355
+795
| +3% | +$82.9K | 1.13% | 10 |
|
|
2015
Q3 | $2.42M | Buy |
24,560
+455
| +2% | +$44.9K | 1.12% | 9 |
|
|
2015
Q2 | $2.58M | Buy |
+24,105
| New | +$2.58M | 0.51% | 10 |
|