AA Financial 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 | $16.6M | Buy |
54,729
+1,308
| +2% | +$398K | 3.58% | 5 |
|
|
2025
Q1 | $14.7M | Sell |
53,421
-8,217
| -13% | -$2.26M | 3.58% | 5 |
|
|
2024
Q4 | $17.9M | Buy |
61,638
+3,937
| +7% | +$1.14M | 4.76% | 2 |
|
|
2024
Q3 | $16.3M | Buy |
57,701
+9,097
| +19% | +$2.58M | 4.73% | 2 |
|
|
2024
Q2 | $13M | Buy |
48,604
+5,432
| +13% | +$1.45M | 4.58% | 2 |
|
|
2024
Q1 | $11.2M | Buy |
43,172
+229
| +0.5% | +$59.5K | 4.53% | 2 |
|
|
2023
Q4 | $10.2M | Buy |
+42,943
| New | +$10.2M | 6.78% | 2 |
|