626 Financial’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 | $3.8M | Sell |
12,495
-217
| -2% | -$66K | 1.78% | 13 |
|
|
2025
Q1 | $3.49M | Sell |
12,712
-532
| -4% | -$146K | 1.8% | 13 |
|
|
2024
Q4 | $3.84M | Sell |
13,244
-69
| -0.5% | -$20K | 2.07% | 13 |
|
|
2024
Q3 | $3.77M | Sell |
13,313
-172
| -1% | -$48.7K | 2.09% | 12 |
|
|
2024
Q2 | $3.61M | Hold |
13,485
| – | – | 2.08% | 11 |
|
|
2024
Q1 | $3.5M | Sell |
13,485
-613
| -4% | -$159K | 2.11% | 13 |
|
|
2023
Q4 | $3.34M | Sell |
14,098
-3,330
| -19% | -$790K | 2.21% | 12 |
|
|
2023
Q3 | $3.7M | Sell |
17,428
-15
| -0.1% | -$3.19K | 2.5% | 9 |
|
|
2023
Q2 | $3.84M | Sell |
17,443
-711
| -4% | -$157K | 2.45% | 10 |
|
|
2023
Q1 | $3.71M | Buy |
18,154
+1,200
| +7% | +$245K | 2.45% | 8 |
|
|
2022
Q4 | $3.24M | Buy |
16,954
+1,297
| +8% | +$248K | 2.25% | 8 |
|
|
2022
Q3 | $2.81M | Buy |
15,657
+1,400
| +10% | +$251K | 2.28% | 8 |
|
|
2022
Q2 | $2.69M | Sell |
14,257
-396
| -3% | -$74.7K | 2.04% | 10 |
|
|
2022
Q1 | $3.34M | Sell |
14,653
-339
| -2% | -$77.2K | 2.14% | 10 |
|
|
2021
Q4 | $3.62M | Buy |
+14,992
| New | +$3.62M | 2.22% | 11 |
|
|
2021
Q1 | $3.34M | Buy |
+14,653
| New | +$3.34M | 2.14% | 10 |
|