Able Wealth Management’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 | $755K | Sell |
2,483
-447
| -15% | -$136K | 0.38% | 52 |
|
|
2025
Q1 | $805K | Sell |
2,930
-892
| -23% | -$245K | 0.48% | 50 |
|
|
2024
Q4 | $1.11M | Buy |
3,822
+2,340
| +158% | +$678K | 0.73% | 35 |
|
|
2024
Q3 | $420K | Buy |
1,482
+320
| +28% | +$90.7K | 0.32% | 56 |
|
|
2024
Q2 | $311K | Sell |
1,162
-112
| -9% | -$30K | 0.26% | 61 |
|
|
2024
Q1 | $331K | Buy |
1,274
+107
| +9% | +$27.8K | 0.29% | 55 |
|
|
2023
Q4 | $277K | Buy |
+1,167
| New | +$277K | 0.25% | 60 |
|