Wealthcare Advisory Partners’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 | $114M | Buy |
376,386
+5,684
| +2% | +$1.73M | 2.61% | 3 |
|
|
2025
Q1 | $102M | Buy |
370,702
+22,617
| +6% | +$6.22M | 2.73% | 3 |
|
|
2024
Q4 | $101M | Sell |
348,085
-9,343
| -3% | -$2.71M | 2.8% | 4 |
|
|
2024
Q3 | $101M | Sell |
357,428
-66,774
| -16% | -$18.9M | 2.88% | 4 |
|
|
2024
Q2 | $113M | Buy |
424,202
+427
| +0.1% | +$114K | 3.55% | 3 |
|
|
2024
Q1 | $110M | Buy |
423,775
+10,238
| +2% | +$2.66M | 3.61% | 3 |
|
|
2023
Q4 | $98.1M | Buy |
413,537
+1,402
| +0.3% | +$333K | 3.9% | 3 |
|
|
2023
Q3 | $87.5M | Sell |
412,135
-15,338
| -4% | -$3.26M | 4.02% | 3 |
|
|
2023
Q2 | $94.2M | Buy |
427,473
+20,573
| +5% | +$4.53M | 4.21% | 3 |
|
|
2023
Q1 | $83M | Sell |
406,900
-8,339
| -2% | -$1.7M | 3.57% | 3 |
|
|
2022
Q4 | $79.4M | Buy |
415,239
+28,461
| +7% | +$5.44M | 3.79% | 3 |
|
|
2022
Q3 | $69.4M | Buy |
386,778
+54,848
| +17% | +$9.84M | 3.96% | 3 |
|
|
2022
Q2 | $62.6M | Buy |
331,930
+23,419
| +8% | +$4.42M | 3.79% | 3 |
|
|
2022
Q1 | $70.2M | Buy |
308,511
+48,342
| +19% | +$11M | 4.27% | 4 |
|
|
2021
Q4 | $62.8M | Sell |
260,169
-1,572
| -0.6% | -$380K | 3.76% | 4 |
|
|
2021
Q3 | $58.1M | Buy |
261,741
+24,175
| +10% | +$5.37M | 3.8% | 3 |
|
|
2021
Q2 | $52.9M | Buy |
237,566
+6,397
| +3% | +$1.43M | 3.54% | 4 |
|
|
2021
Q1 | $47.8M | Buy |
231,169
+21,752
| +10% | +$4.5M | 3.46% | 6 |
|
|
2020
Q4 | $40.8M | Buy |
209,417
+37,994
| +22% | +$7.4M | 3.62% | 6 |
|
|
2020
Q3 | $29.2M | Sell |
171,423
-3,534
| -2% | -$602K | 3.2% | 7 |
|
|
2020
Q2 | $27.4M | Sell |
174,957
-2,384
| -1% | -$373K | 3.41% | 7 |
|
|
2020
Q1 | $22.9M | Sell |
177,341
-99,010
| -36% | -$12.8M | 3.35% | 6 |
|
|
2019
Q4 | $45.2M | Buy |
276,351
+36,822
| +15% | +$6.02M | 5.75% | 2 |
|
|
2019
Q3 | $36.2M | Buy |
239,529
+26,456
| +12% | +$3.99M | 5.25% | 2 |
|
|
2019
Q2 | $32M | Buy |
213,073
+15,187
| +8% | +$2.28M | 5.07% | 3 |
|
|
2019
Q1 | $28.6M | Buy |
197,886
+7,237
| +4% | +$1.05M | 4.88% | 4 |
|
|
2018
Q4 | $24.3M | Buy |
190,649
+17,418
| +10% | +$2.22M | 4.72% | 4 |
|
|
2018
Q3 | $25.9M | Sell |
173,231
-1,331
| -0.8% | -$199K | 4.76% | 3 |
|
|
2018
Q2 | $24.5M | Buy |
174,562
+8,939
| +5% | +$1.26M | 4.81% | 3 |
|
|
2018
Q1 | $22.5M | Buy |
165,623
+10,667
| +7% | +$1.45M | 5.08% | 3 |
|
|
2017
Q4 | $21.3M | Buy |
154,956
+5,423
| +4% | +$744K | 5.47% | 3 |
|
|
2017
Q3 | $19.4M | Buy |
149,533
+22,923
| +18% | +$2.97M | 5.75% | 3 |
|
|
2017
Q2 | $15.8M | Buy |
126,610
+1,681
| +1% | +$209K | 7.66% | 3 |
|
|
2017
Q1 | $15.2M | Buy |
124,929
+26
| +0% | +$3.15K | 8.27% | 3 |
|
|
2016
Q4 | $14.4M | Buy |
124,903
+1,400
| +1% | +$161K | 8.52% | 3 |
|
|
2016
Q3 | $13.8M | Buy |
123,503
+5,351
| +5% | +$596K | 8.93% | 3 |
|
|
2016
Q2 | $12.7M | Buy |
+118,152
| New | +$12.7M | 8.91% | 3 |
|