World Investment Advisors’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 | $20.4M | Sell |
67,146
-781
| -1% | -$237K | 0.46% | 38 |
|
2025
Q1 | $18.7M | Buy |
67,927
+16,302
| +32% | +$4.48M | 0.48% | 41 |
|
2024
Q4 | $15M | Buy |
51,625
+1,528
| +3% | +$443K | 0.41% | 46 |
|
2024
Q3 | $14.2M | Buy |
50,097
+37,988
| +314% | +$10.8M | 0.44% | 50 |
|
2024
Q2 | $3.24M | Buy |
12,109
+8,953
| +284% | +$2.4M | 0.2% | 103 |
|
2024
Q1 | $820K | Sell |
3,156
-4,725
| -60% | -$1.23M | 0.12% | 157 |
|
2023
Q4 | $1.87M | Buy |
7,881
+1,014
| +15% | +$241K | 0.24% | 89 |
|
2023
Q3 | $1.46M | Buy |
6,867
+782
| +13% | +$166K | 0.29% | 70 |
|
2023
Q2 | $1.34M | Buy |
6,085
+2,102
| +53% | +$463K | 0.26% | 70 |
|
2023
Q1 | $813K | Buy |
3,983
+41
| +1% | +$8.37K | 0.17% | 97 |
|
2022
Q4 | $754K | Sell |
3,942
-581
| -13% | -$111K | 0.17% | 93 |
|
2022
Q3 | $812K | Buy |
4,523
+3
| +0.1% | +$539 | 0.19% | 93 |
|
2022
Q2 | $940K | Sell |
4,520
-170
| -4% | -$35.4K | 0.2% | 83 |
|
2022
Q1 | $1.07M | Sell |
4,690
-42
| -0.9% | -$9.56K | 0.22% | 81 |
|
2021
Q4 | $1.08M | Buy |
4,732
+3
| +0.1% | +$682 | 0.23% | 82 |
|
2021
Q3 | $1.05M | Sell |
4,729
-362
| -7% | -$80.4K | 0.24% | 72 |
|
2021
Q2 | $1.13M | Sell |
5,091
-4
| -0.1% | -$891 | 0.26% | 69 |
|
2021
Q1 | $1.08M | Buy |
5,095
+60
| +1% | +$12.7K | 0.26% | 68 |
|
2020
Q4 | $1.05M | Sell |
5,035
-207
| -4% | -$43K | 0.26% | 69 |
|
2020
Q3 | $893K | Buy |
5,242
+553
| +12% | +$94.2K | 0.31% | 55 |
|
2020
Q2 | $803K | Buy |
4,689
+391
| +9% | +$67K | 0.28% | 57 |
|
2020
Q1 | $554K | Sell |
4,298
-49
| -1% | -$6.32K | 0.26% | 62 |
|
2019
Q4 | $711K | Buy |
4,347
+36
| +0.8% | +$5.89K | 0.28% | 53 |
|
2019
Q3 | $651K | Buy |
4,311
+199
| +5% | +$30.1K | 0.28% | 52 |
|
2019
Q2 | $615K | Buy |
4,112
+957
| +30% | +$143K | 0.27% | 55 |
|
2019
Q1 | $457K | Sell |
3,155
-30
| -0.9% | -$4.35K | 0.21% | 63 |
|
2018
Q4 | $449K | Buy |
+3,185
| New | +$449K | 0.2% | 76 |
|