WMS Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $120M | Sell |
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|
2024
Q3 | $119M | Buy |
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|
2024
Q2 | $107M | Sell |
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|
2024
Q1 | $105M | Sell |
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|
2023
Q4 | $98.1M | Sell |
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|
2023
Q3 | $89.5M | Sell |
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|
2023
Q2 | $94.8M | Sell |
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|
2023
Q1 | $91.3M | Sell |
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|
2022
Q4 | $99M | Sell |
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|
2022
Q3 | $102M | Sell |
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|
2022
Q2 | $125M | Sell |
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|
2022
Q1 | $156M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $136M | Sell |
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|
2021
Q2 | $137M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $123M | Buy |
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|
2020
Q3 | $107M | Sell |
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|
2020
Q2 | $99M | Sell |
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|
2020
Q1 | $82.1M | Buy |
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|
2019
Q4 | $99.1M | Sell |
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|
2019
Q3 | $93.9M | Sell |
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|
2019
Q2 | $95M | Sell |
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|
2019
Q1 | $102M | Buy |
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|
2018
Q4 | $89M | Sell |
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|
2018
Q3 | $113M | Sell |
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|
2018
Q2 | $107M | Sell |
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|
2018
Q1 | $103M | Sell |
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|
2017
Q4 | $107M | Sell |
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|
2017
Q3 | $103M | Buy |
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|
2017
Q2 | $98.6M | Buy |
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|
2017
Q1 | $95.9M | Buy |
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|
2016
Q4 | $89.2M | Buy |
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|
2016
Q3 | $80M | Buy |
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|
2016
Q2 | $76.2M | Buy |
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|
2016
Q1 | $71.3M | Buy |
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|
2015
Q4 | $56.7M | Buy |
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|
2015
Q3 | $47.2M | Buy |
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|
2015
Q2 | $18.4M | Buy |
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|
2015
Q1 | $8.11M | Buy |
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|
2014
Q4 | $6.55M | Buy |
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|
2014
Q3 | $965K | Buy |
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|
2014
Q2 | $814K | Buy |
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|
2014
Q1 | $463K | Hold |
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|
2013
Q4 | $456K | Hold |
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|
2013
Q3 | $416K | Sell |
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|
2013
Q2 | $416K | Buy |
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