ZF
Zhang Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $166M | Buy |
546,016
+57,631
| +12% | +$17.5M | 7.66% | 2 |
|
|
2025
Q1 | $134M | Buy |
488,385
+19,500
| +4% | +$5.36M | 7.1% | 3 |
|
|
2024
Q4 | $136M | Sell |
468,885
-5,375
| -1% | -$1.56M | 7.78% | 3 |
|
|
2024
Q3 | $134M | Sell |
474,260
-6,511
| -1% | -$1.84M | 8.48% | 1 |
|
|
2024
Q2 | $129M | Sell |
480,771
-8,114
| -2% | -$2.17M | 8.99% | 1 |
|
|
2024
Q1 | $127M | Sell |
488,885
-2,264
| -0.5% | -$588K | 9.41% | 1 |
|
|
2023
Q4 | $117M | Sell |
491,149
-1,798
| -0.4% | -$427K | 10.01% | 1 |
|
|
2023
Q3 | $105M | Buy |
492,947
+3,769
| +0.8% | +$802K | 10.63% | 1 |
|
|
2023
Q2 | $108M | Buy |
489,178
+3,260
| +0.7% | +$718K | 11.06% | 1 |
|
|
2023
Q1 | $99.2M | Buy |
485,918
+4,251
| +0.9% | +$868K | 11.33% | 1 |
|
|
2022
Q4 | $92.1M | Buy |
481,667
+1,598
| +0.3% | +$306K | 11.74% | 1 |
|
|
2022
Q3 | $86.2M | Buy |
480,069
+46,102
| +11% | +$8.27M | 12.99% | 1 |
|
|
2022
Q2 | $81.9M | Buy |
433,967
+33,317
| +8% | +$6.28M | 13.14% | 1 |
|
|
2022
Q1 | $91.2M | Buy |
400,650
+36,709
| +10% | +$8.36M | 15.4% | 1 |
|
|
2021
Q4 | $87.9M | Buy |
363,941
+19,975
| +6% | +$4.82M | 15.57% | 1 |
|
|
2021
Q3 | $76.4M | Buy |
343,966
+221
| +0.1% | +$49.1K | 17.67% | 1 |
|
|
2021
Q2 | $76.6M | Sell |
343,745
-737
| -0.2% | -$164K | 18.79% | 1 |
|
|
2021
Q1 | $71.4M | Buy |
344,482
+14,459
| +4% | +$3M | 19.15% | 1 |
|
|
2020
Q4 | $64.3M | Buy |
330,023
+7,483
| +2% | +$1.46M | 19.81% | 1 |
|
|
2020
Q3 | $55.1M | Sell |
322,540
-8,159
| -2% | -$1.39M | 19.85% | 1 |
|
|
2020
Q2 | $51.9M | Sell |
330,699
-6,954
| -2% | -$1.09M | 20% | 1 |
|
|
2020
Q1 | $43.8M | Buy |
337,653
+23,244
| +7% | +$3.01M | 19.38% | 1 |
|
|
2019
Q4 | $51.5M | Sell |
314,409
-4,438
| -1% | -$727K | 19.63% | 1 |
|
|
2019
Q3 | $48.2M | Sell |
318,847
-7,506
| -2% | -$1.13M | 20.35% | 1 |
|
|
2019
Q2 | $49M | Sell |
326,353
-8,945
| -3% | -$1.34M | 20.49% | 1 |
|
|
2019
Q1 | $48.5M | Sell |
335,298
-3,978
| -1% | -$576K | 20.89% | 1 |
|
|
2018
Q4 | $43.3M | Buy |
339,276
+49,651
| +17% | +$6.34M | 20.91% | 1 |
|
|
2018
Q3 | $43.4M | Sell |
289,625
-1,563
| -0.5% | -$234K | 20.72% | 1 |
|
|
2018
Q2 | $41M | Sell |
291,188
-2,582
| -0.9% | -$363K | 20.87% | 1 |
|
|
2018
Q1 | $39M | Sell |
293,770
-3,602
| -1% | -$478K | 20.39% | 1 |
|
|
2017
Q4 | $41.8M | Sell |
297,372
-4,059
| -1% | -$571K | 20.41% | 1 |
|
|
2017
Q3 | $39.5M | Sell |
301,431
-2,124
| -0.7% | -$278K | 20.06% | 1 |
|
|
2017
Q2 | $37.8M | Buy |
303,555
+6,451
| +2% | +$804K | 20.1% | 1 |
|
|
2017
Q1 | $41.7M | Sell |
297,104
-10,378
| -3% | -$1.46M | 20.75% | 1 |
|
|
2016
Q4 | $35.9M | Sell |
307,482
-4,574
| -1% | -$535K | 19.49% | 1 |
|
|
2016
Q3 | $34.7M | Sell |
312,056
-4,568
| -1% | -$509K | 19.07% | 1 |
|
|
2016
Q2 | $33.9M | Buy |
316,624
+828
| +0.3% | +$88.7K | 18.64% | 1 |
|
|
2016
Q1 | $33.1M | Buy |
315,796
+10,918
| +4% | +$1.14M | 18.69% | 1 |
|
|
2015
Q4 | $31.8M | Sell |
304,878
-2,179
| -0.7% | -$227K | 19.05% | 1 |
|
|
2015
Q3 | $30.3M | Buy |
307,057
+45,507
| +17% | +$4.49M | 19.3% | 1 |
|
|
2015
Q2 | $28M | Buy |
261,550
+2,227
| +0.9% | +$238K | 18% | 1 |
|
|
2015
Q1 | $27.8M | Buy |
259,323
+91
| +0% | +$9.76K | 17.39% | 1 |
|
|
2014
Q4 | $27.5M | Buy |
259,232
+7,830
| +3% | +$830K | 17.87% | 1 |
|
|
2014
Q3 | $25.5M | Sell |
251,402
-477
| -0.2% | -$48.3K | 17.39% | 1 |
|
|
2014
Q2 | $25.6M | Buy |
251,879
+3,527
| +1% | +$359K | 17.23% | 1 |
|
|
2014
Q1 | $24.2M | Buy |
248,352
+2,919
| +1% | +$285K | 17.38% | 2 |
|
|
2013
Q4 | $23.5M | Sell |
245,433
-13
| -0% | -$1.25K | 17.78% | 2 |
|
|
2013
Q3 | $21.5M | Buy |
245,446
+904
| +0.4% | +$79.2K | 17.35% | 2 |
|
|
2013
Q2 | $20.2M | Buy |
+244,542
| New | +$20.2M | 17.36% | 2 |
|