Wealth Enhancement Advisory Services’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 | $332M | Buy |
1,078,645
+7,742
| +0.7% | +$2.38M | 0.55% | 29 |
|
|
2025
Q1 | $294M | Buy |
1,070,903
+58,034
| +6% | +$16M | 0.56% | 28 |
|
|
2024
Q4 | $294M | Buy |
1,012,869
+157,203
| +18% | +$45.6M | 0.56% | 30 |
|
|
2024
Q3 | $242M | Buy |
855,666
+25,622
| +3% | +$7.26M | 0.52% | 30 |
|
|
2024
Q2 | $222M | Buy |
830,044
+131,666
| +19% | +$35.2M | 0.53% | 30 |
|
|
2024
Q1 | $182M | Buy |
698,378
+36,830
| +6% | +$9.57M | 0.47% | 37 |
|
|
2023
Q4 | $157M | Buy |
661,548
+33,014
| +5% | +$7.83M | 0.46% | 39 |
|
|
2023
Q3 | $134M | Buy |
628,534
+372,206
| +145% | +$79.1M | 0.44% | 46 |
|
|
2023
Q2 | $56.5M | Buy |
256,328
+222,867
| +666% | +$49.1M | 0.61% | 29 |
|
|
2023
Q1 | $6.83M | Sell |
33,461
-207,807
| -86% | -$42.4M | 0.08% | 112 |
|
|
2022
Q4 | $48.5M | Sell |
241,268
-168,679
| -41% | -$33.9M | 0.62% | 33 |
|
|
2022
Q3 | $74.8M | Sell |
409,947
-5,997
| -1% | -$1.09M | 1.07% | 21 |
|
|
2022
Q2 | $81M | Sell |
415,944
-3,905
| -0.9% | -$760K | 1.13% | 21 |
|
|
2022
Q1 | $96.8M | Sell |
419,849
-7,219
| -2% | -$1.66M | 1.31% | 19 |
|
|
2021
Q4 | $96.3M | Buy |
427,068
+8,149
| +2% | +$1.84M | 1.38% | 16 |
|
|
2021
Q3 | $98.7M | Sell |
418,919
-24,962
| -6% | -$5.88M | 1.46% | 16 |
|
|
2021
Q2 | $99.5M | Buy |
443,881
+310
| +0.1% | +$69.5K | 1.6% | 14 |
|
|
2021
Q1 | $93.9M | Buy |
443,571
+437,727
| +7,490% | +$92.7M | 1.71% | 13 |
|
|
2020
Q4 | $1.15M | Sell |
5,844
-42
| -0.7% | -$8.28K | 0.03% | 144 |
|
|
2020
Q3 | $1.06M | Buy |
5,886
+18
| +0.3% | +$3.24K | 0.03% | 174 |
|
|
2020
Q2 | $973K | Buy |
5,868
+20
| +0.3% | +$3.32K | 0.03% | 171 |
|
|
2020
Q1 | $840K | Buy |
5,848
+451
| +8% | +$64.8K | 0.03% | 172 |
|
|
2019
Q4 | $884K | Buy |
5,397
+24
| +0.4% | +$3.93K | 0.03% | 176 |
|
|
2019
Q3 | $809K | Buy |
5,373
+20
| +0.4% | +$3.01K | 0.03% | 173 |
|
|
2019
Q2 | $825K | Buy |
5,353
+16
| +0.3% | +$2.47K | 0.04% | 171 |
|
|
2019
Q1 | $800K | Buy |
5,337
+88
| +2% | +$13.2K | 0.05% | 152 |
|
|
2018
Q4 | $717K | Sell |
5,249
-1,015
| -16% | -$139K | 0.05% | 142 |
|
|
2018
Q3 | $849K | Buy |
6,264
+4,303
| +219% | +$583K | 0.05% | 132 |
|
|
2018
Q2 | $283K | Buy |
+1,961
| New | +$283K | 0.02% | 150 |
|