Wealth Architects’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 | $5.7M | Sell |
18,741
-7
| -0% | -$2.13K | 0.58% | 33 |
|
2025
Q1 | $5.15M | Sell |
18,748
-142
| -0.8% | -$39K | 0.57% | 31 |
|
2024
Q4 | $5.47M | Buy |
18,890
+181
| +1% | +$52.5K | 0.62% | 30 |
|
2024
Q3 | $5.3M | Sell |
18,709
-401
| -2% | -$114K | 0.6% | 30 |
|
2024
Q2 | $5.11M | Sell |
19,110
-811
| -4% | -$217K | 0.62% | 30 |
|
2024
Q1 | $5.18M | Buy |
19,921
+10,123
| +103% | +$2.63M | 0.68% | 28 |
|
2023
Q4 | $2.32M | Buy |
9,798
+725
| +8% | +$172K | 0.33% | 46 |
|
2023
Q3 | $1.93M | Sell |
9,073
-127
| -1% | -$27K | 0.33% | 45 |
|
2023
Q2 | $2.03M | Buy |
9,200
+2,475
| +37% | +$545K | 0.33% | 45 |
|
2023
Q1 | $1.37M | Sell |
6,725
-324
| -5% | -$66.1K | 0.24% | 53 |
|
2022
Q4 | $1.35M | Sell |
7,049
-273
| -4% | -$52.2K | 0.25% | 50 |
|
2022
Q3 | $1.31M | Sell |
7,322
-1,111
| -13% | -$199K | 0.28% | 42 |
|
2022
Q2 | $1.59M | Buy |
8,433
+2,441
| +41% | +$461K | 0.31% | 39 |
|
2022
Q1 | $1.36M | Buy |
5,992
+508
| +9% | +$116K | 0.23% | 44 |
|
2021
Q4 | $1.32M | Sell |
5,484
-241
| -4% | -$58.2K | 0.23% | 44 |
|
2021
Q3 | $1.27M | Sell |
5,725
-276
| -5% | -$61.3K | 0.25% | 47 |
|
2021
Q2 | $1.34M | Buy |
6,001
+310
| +5% | +$69.1K | 0.26% | 41 |
|
2021
Q1 | $1.18M | Sell |
5,691
-883
| -13% | -$182K | 0.25% | 39 |
|
2020
Q4 | $1.28M | Buy |
6,574
+1,087
| +20% | +$212K | 0.3% | 35 |
|
2020
Q3 | $935K | Sell |
5,487
-345
| -6% | -$58.8K | 0.25% | 39 |
|
2020
Q2 | $913K | Sell |
5,832
-34
| -0.6% | -$5.32K | 0.26% | 41 |
|
2020
Q1 | $756K | Sell |
5,866
-988
| -14% | -$127K | 0.26% | 42 |
|
2019
Q4 | $1.12M | Buy |
6,854
+701
| +11% | +$115K | 0.31% | 32 |
|
2019
Q3 | $929K | Sell |
6,153
-295
| -5% | -$44.5K | 0.28% | 35 |
|
2019
Q2 | $968K | Buy |
6,448
+265
| +4% | +$39.8K | 0.29% | 34 |
|
2019
Q1 | $895K | Sell |
6,183
-119
| -2% | -$17.2K | 0.28% | 37 |
|
2018
Q4 | $804K | Sell |
6,302
-24
| -0.4% | -$3.06K | 0.29% | 37 |
|
2018
Q3 | $947K | Sell |
6,326
-113
| -2% | -$16.9K | 0.29% | 36 |
|
2018
Q2 | $904K | Sell |
6,439
-25
| -0.4% | -$3.51K | 0.29% | 36 |
|
2018
Q1 | $877K | Sell |
6,464
-1,054
| -14% | -$143K | 0.29% | 38 |
|
2017
Q4 | $1.03M | Sell |
7,518
-971
| -11% | -$133K | 0.34% | 32 |
|
2017
Q3 | $1.1M | Buy |
8,489
+578
| +7% | +$74.9K | 0.38% | 30 |
|
2017
Q2 | $984K | Sell |
7,911
-298
| -4% | -$37.1K | 0.37% | 31 |
|
2017
Q1 | $996K | Sell |
8,209
-912
| -10% | -$111K | 0.4% | 30 |
|
2016
Q4 | $1.05M | Buy |
9,121
+80
| +0.9% | +$9.23K | 0.47% | 28 |
|
2016
Q3 | $1.01M | Buy |
9,041
+175
| +2% | +$19.5K | 0.47% | 29 |
|
2016
Q2 | $950K | Buy |
8,866
+696
| +9% | +$74.6K | 0.46% | 30 |
|
2016
Q1 | $856K | Sell |
8,170
-88
| -1% | -$9.22K | 0.43% | 32 |
|
2015
Q4 | $861K | Buy |
8,258
+2,328
| +39% | +$243K | 0.43% | 34 |
|
2015
Q3 | $585K | Sell |
5,930
-612
| -9% | -$60.4K | 0.31% | 46 |
|
2015
Q2 | $700K | Sell |
6,542
-73
| -1% | -$7.81K | 0.38% | 40 |
|
2015
Q1 | $709K | Sell |
6,615
-473
| -7% | -$50.7K | 0.41% | 32 |
|
2014
Q4 | $751K | Buy |
+7,088
| New | +$751K | 0.44% | 32 |
|