VERITY Wealth 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 | $40.3M | Sell |
132,616
-1,228
| -0.9% | -$373K | 27.07% | 1 |
|
|
2025
Q1 | $36.8M | Buy |
133,844
+157
| +0.1% | +$43.2K | 27.26% | 1 |
|
|
2024
Q4 | $38.7M | Sell |
133,687
-123
| -0.1% | -$35.6K | 27.96% | 1 |
|
|
2024
Q3 | $37.9M | Buy |
133,810
+708
| +0.5% | +$200K | 26.64% | 1 |
|
|
2024
Q2 | $35.6M | Buy |
133,102
+2,484
| +2% | +$664K | 26.67% | 1 |
|
|
2024
Q1 | $33.9M | Buy |
130,618
+9,661
| +8% | +$2.51M | 26.05% | 1 |
|
|
2023
Q4 | $28.7M | Buy |
120,957
+624
| +0.5% | +$148K | 24.66% | 1 |
|
|
2023
Q3 | $25.6M | Sell |
120,333
-822
| -0.7% | -$175K | 24.05% | 1 |
|
|
2023
Q2 | $26.7M | Buy |
121,155
+4,627
| +4% | +$1.02M | 23.97% | 1 |
|
|
2023
Q1 | $23.8M | Buy |
116,528
+13
| +0% | +$2.65K | 22.05% | 1 |
|
|
2022
Q4 | $22.3M | Sell |
116,515
-2,367
| -2% | -$453K | 21.86% | 1 |
|
|
2022
Q3 | $21.3M | Buy |
118,882
+570
| +0.5% | +$102K | 21.89% | 1 |
|
|
2022
Q2 | $22.3M | Buy |
118,312
+5,723
| +5% | +$1.08M | 21.69% | 1 |
|
|
2022
Q1 | $25.6M | Buy |
112,589
+3,686
| +3% | +$839K | 22.65% | 1 |
|
|
2021
Q4 | $26.3M | Sell |
108,903
-2,174
| -2% | -$525K | 21.84% | 1 |
|
|
2021
Q3 | $24.7M | Buy |
111,077
+905
| +0.8% | +$201K | 22.06% | 1 |
|
|
2021
Q2 | $24.5M | Sell |
110,172
-17,406
| -14% | -$3.88M | 22.27% | 1 |
|
|
2021
Q1 | $26.4M | Sell |
127,578
-4,227
| -3% | -$874K | 23.34% | 1 |
|
|
2020
Q4 | $25.7M | Buy |
131,805
+3,694
| +3% | +$719K | 23.33% | 1 |
|
|
2020
Q3 | $21.8M | Sell |
128,111
-1,254
| -1% | -$214K | 22.28% | 1 |
|
|
2020
Q2 | $20.2M | Buy |
129,365
+44,745
| +53% | +$7M | 21.64% | 1 |
|
|
2020
Q1 | $10.9M | Sell |
84,620
-7,096
| -8% | -$915K | 14.82% | 1 |
|
|
2019
Q4 | $15M | Sell |
91,716
-5,740
| -6% | -$939K | 14.45% | 1 |
|
|
2019
Q3 | $14.7M | Buy |
97,456
+33
| +0% | +$4.98K | 14.49% | 1 |
|
|
2019
Q2 | $14.6M | Sell |
97,423
-2,738
| -3% | -$411K | 14.38% | 1 |
|
|
2019
Q1 | $14.5M | Sell |
100,161
-11
| -0% | -$1.59K | 14.81% | 1 |
|
|
2018
Q4 | $12.8M | Buy |
+100,172
| New | +$12.8M | 14.71% | 1 |
|