WhitTier Trust Company’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 | $3.74M | Buy |
12,299
+1,895
| +18% | +$576K | 0.08% | 186 |
|
|
2025
Q1 | $2.86M | Buy |
10,404
+2,961
| +40% | +$814K | 0.07% | 206 |
|
|
2024
Q4 | $2.16M | Buy |
7,443
+35
| +0.5% | +$10.1K | 0.05% | 226 |
|
|
2024
Q3 | $2.1M | Buy |
7,408
+227
| +3% | +$64.3K | 0.05% | 229 |
|
|
2024
Q2 | $1.92M | Buy |
7,181
+81
| +1% | +$21.7K | 0.05% | 220 |
|
|
2024
Q1 | $1.85M | Buy |
7,100
+70
| +1% | +$18.2K | 0.05% | 228 |
|
|
2023
Q4 | $1.67M | Buy |
7,030
+70
| +1% | +$16.6K | 0.05% | 231 |
|
|
2023
Q3 | $1.48M | Buy |
6,960
+73
| +1% | +$15.5K | 0.05% | 240 |
|
|
2023
Q2 | $1.52M | Buy |
6,887
+50
| +0.7% | +$11K | 0.05% | 246 |
|
|
2023
Q1 | $1.4M | Sell |
6,837
-155
| -2% | -$31.6K | 0.05% | 246 |
|
|
2022
Q4 | $1.34M | Sell |
6,992
-200
| -3% | -$38.2K | 0.05% | 246 |
|
|
2022
Q3 | $1.29M | Sell |
7,192
-1,137
| -14% | -$204K | 0.06% | 248 |
|
|
2022
Q2 | $1.57M | Buy |
8,329
+3,293
| +65% | +$621K | 0.06% | 225 |
|
|
2022
Q1 | $1.15M | Sell |
5,036
-185
| -4% | -$42.1K | 0.04% | 269 |
|
|
2021
Q4 | $1.26M | Buy |
5,221
+450
| +9% | +$109K | 0.05% | 257 |
|
|
2021
Q3 | $1.06M | Buy |
4,771
+25
| +0.5% | +$5.55K | 0.04% | 262 |
|
|
2021
Q2 | $1.06M | Buy |
4,746
+1,025
| +28% | +$228K | 0.04% | 255 |
|
|
2021
Q1 | $769K | Hold |
3,721
| – | – | 0.03% | 286 |
|
|
2020
Q4 | $724K | Sell |
3,721
-122
| -3% | -$23.7K | 0.04% | 278 |
|
|
2020
Q3 | $654K | Buy |
3,843
+670
| +21% | +$114K | 0.04% | 268 |
|
|
2020
Q2 | $497K | Sell |
3,173
-960
| -23% | -$150K | 0.03% | 290 |
|
|
2020
Q1 | $533K | Sell |
4,133
-136
| -3% | -$17.5K | 0.04% | 263 |
|
|
2019
Q4 | $698K | Buy |
4,269
+180
| +4% | +$29.4K | 0.04% | 265 |
|
|
2019
Q3 | $617K | Sell |
4,089
-1,050
| -20% | -$158K | 0.04% | 265 |
|
|
2019
Q2 | $771K | Hold |
5,139
| – | – | 0.05% | 231 |
|
|
2019
Q1 | $744K | Sell |
5,139
-1,749
| -25% | -$253K | 0.05% | 229 |
|
|
2018
Q4 | $879K | Buy |
6,888
+2,562
| +59% | +$327K | 0.07% | 195 |
|
|
2018
Q3 | $647K | Hold |
4,326
| – | – | 0.05% | 243 |
|
|
2018
Q2 | $607K | Hold |
4,326
| – | – | 0.05% | 243 |
|
|
2018
Q1 | $587K | Buy |
4,326
+150
| +4% | +$20.4K | 0.05% | 244 |
|
|
2017
Q4 | $573K | Buy |
4,176
+27
| +0.7% | +$3.71K | 0.05% | 242 |
|
|
2017
Q3 | $537K | Buy |
4,149
+900
| +28% | +$116K | 0.05% | 246 |
|
|
2017
Q2 | $404K | Buy |
3,249
+28
| +0.9% | +$3.48K | 0.04% | 272 |
|
|
2017
Q1 | $391K | Hold |
3,221
| – | – | 0.04% | 275 |
|
|
2016
Q4 | $371K | Hold |
3,221
| – | – | 0.04% | 271 |
|
|
2016
Q3 | $359K | Sell |
3,221
-190
| -6% | -$21.2K | 0.04% | 269 |
|
|
2016
Q2 | $366K | Buy |
3,411
+1,166
| +52% | +$125K | 0.04% | 269 |
|
|
2016
Q1 | $235K | Hold |
2,245
| – | – | 0.03% | 318 |
|
|
2015
Q4 | $234K | Sell |
2,245
-20
| -0.9% | -$2.09K | 0.03% | 318 |
|
|
2015
Q3 | $224K | Hold |
2,265
| – | – | 0.03% | 328 |
|
|
2015
Q2 | $242K | Buy |
2,265
+75
| +3% | +$8.01K | 0.03% | 336 |
|
|
2015
Q1 | $235K | Buy |
2,190
+65
| +3% | +$6.98K | 0.03% | 338 |
|
|
2014
Q4 | $225K | Buy |
2,125
+80
| +4% | +$8.47K | 0.03% | 343 |
|
|
2014
Q3 | $207K | Buy |
2,045
+165
| +9% | +$16.7K | 0.02% | 340 |
|
|
2014
Q2 | $191K | Buy |
1,880
+495
| +36% | +$50.3K | 0.02% | 352 |
|
|
2014
Q1 | $135K | Buy |
1,385
+85
| +7% | +$8.29K | 0.02% | 396 |
|
|
2013
Q4 | $125K | Buy |
1,300
+150
| +13% | +$14.4K | 0.02% | 399 |
|
|
2013
Q3 | $101K | Hold |
1,150
| – | – | 0.01% | 411 |
|
|
2013
Q2 | $95K | Buy |
+1,150
| New | +$95K | 0.01% | 413 |
|