YHB 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 | $3.38M | Buy |
11,123
+1,425
| +15% | +$433K | 0.26% | 91 |
|
|
2025
Q1 | $2.67M | Sell |
9,698
-977
| -9% | -$269K | 0.22% | 101 |
|
|
2024
Q4 | $3.09M | Sell |
10,675
-898
| -8% | -$260K | 0.25% | 90 |
|
|
2024
Q3 | $3.28M | Sell |
11,573
-876
| -7% | -$248K | 0.27% | 88 |
|
|
2024
Q2 | $3.33M | Buy |
12,449
+160
| +1% | +$42.8K | 0.29% | 83 |
|
|
2024
Q1 | $3.19M | Buy |
12,289
+298
| +2% | +$77.5K | 0.28% | 87 |
|
|
2023
Q4 | $2.84M | Sell |
11,991
-10,811
| -47% | -$2.56M | 0.28% | 86 |
|
|
2023
Q3 | $4.93M | Buy |
22,802
+11,427
| +100% | +$2.47M | 0.46% | 63 |
|
|
2023
Q2 | $2.51M | Sell |
11,375
-640
| -5% | -$141K | 0.23% | 100 |
|
|
2023
Q1 | $2.45M | Buy |
12,015
+319
| +3% | +$65.1K | 0.25% | 95 |
|
|
2022
Q4 | $2.24M | Buy |
11,696
+549
| +5% | +$105K | 0.24% | 94 |
|
|
2022
Q3 | $2M | Buy |
11,147
+1,268
| +13% | +$228K | 0.22% | 103 |
|
|
2022
Q2 | $1.86M | Buy |
9,879
+187
| +2% | +$35.3K | 0.2% | 112 |
|
|
2022
Q1 | $2.21M | Buy |
9,692
+995
| +11% | +$227K | 0.19% | 110 |
|
|
2021
Q4 | $2.1M | Buy |
8,697
+1,556
| +22% | +$376K | 0.17% | 125 |
|
|
2021
Q3 | $1.59M | Buy |
7,141
+11
| +0.2% | +$2.44K | 0.14% | 141 |
|
|
2021
Q2 | $1.59M | Buy |
7,130
+696
| +11% | +$155K | 0.14% | 144 |
|
|
2021
Q1 | $1.4M | Buy |
6,434
+325
| +5% | +$70.6K | 0.12% | 150 |
|
|
2020
Q4 | $1.19M | Buy |
6,109
+786
| +15% | +$153K | 0.11% | 154 |
|
|
2020
Q3 | $907K | Buy |
+5,323
| New | +$907K | 0.1% | 159 |
|