Valmark Advisers’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38M | Buy |
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|
2025
Q1 | $31.9M | Buy |
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|
2024
Q4 | $33M | Sell |
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|
2024
Q3 | $32.7M | Sell |
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|
2024
Q2 | $31.7M | Buy |
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|
2024
Q1 | $30.2M | Buy |
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|
2023
Q4 | $26.9M | Sell |
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|
2023
Q3 | $24.3M | Buy |
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|
2023
Q2 | $24.7M | Sell |
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|
2023
Q1 | $49.3M | Sell |
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|
2022
Q4 | $49.6M | Sell |
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|
2022
Q3 | $51.1M | Sell |
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|
2022
Q2 | $57.3M | Buy |
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|
2022
Q1 | $68.9M | Buy |
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|
2021
Q4 | $70.6M | Sell |
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|
2021
Q3 | $65.2M | Buy |
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|
2021
Q2 | $59.7M | Sell |
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|
2021
Q1 | $66.6M | Buy |
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|
2020
Q4 | $59.3M | Buy |
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|
2020
Q3 | $47.3M | Buy |
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|
2020
Q2 | $39.8M | Buy |
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|
2020
Q1 | $30.3M | Buy |
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|
2019
Q4 | $36.4M | Buy |
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|
2019
Q3 | $31.2M | Buy |
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|
2019
Q2 | $27.7M | Buy |
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|
2019
Q1 | $24.4M | Buy |
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|
2018
Q4 | $20.4M | Buy |
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|
2018
Q3 | $211K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1.46M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $248K | Sell |
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|
2014
Q4 | $360K | Buy |
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