Access Financial Services’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 | $1.26M | Sell |
4,142
-284
| -6% | -$86.3K | 0.48% | 45 |
|
|
2025
Q1 | $1.22M | Sell |
4,426
-258
| -6% | -$70.9K | 0.49% | 46 |
|
|
2024
Q4 | $1.36M | Buy |
4,684
+16
| +0.3% | +$4.64K | 0.6% | 42 |
|
|
2024
Q3 | $1.32M | Buy |
4,668
+10
| +0.2% | +$2.83K | 0.61% | 49 |
|
|
2024
Q2 | $1.25M | Sell |
4,658
-97
| -2% | -$25.9K | 0.57% | 54 |
|
|
2024
Q1 | $1.24M | Buy |
4,755
+108
| +2% | +$28.1K | 0.55% | 54 |
|
|
2023
Q4 | $1.1M | Buy |
4,647
+11
| +0.2% | +$2.61K | 0.57% | 57 |
|
|
2023
Q3 | $985K | Sell |
4,636
-185
| -4% | -$39.3K | 0.59% | 53 |
|
|
2023
Q2 | $1.06M | Sell |
4,821
-17
| -0.4% | -$3.75K | 0.62% | 52 |
|
|
2023
Q1 | $987K | Buy |
4,838
+1
| +0% | +$204 | 0.6% | 52 |
|
|
2022
Q4 | $925K | Buy |
4,837
+249
| +5% | +$47.6K | 0.56% | 56 |
|
|
2022
Q3 | $823K | Buy |
4,588
+372
| +9% | +$66.7K | 0.53% | 57 |
|
|
2022
Q2 | $795K | Buy |
4,216
+38
| +0.9% | +$7.17K | 0.45% | 66 |
|
|
2022
Q1 | $951K | Sell |
4,178
-31
| -0.7% | -$7.06K | 0.45% | 65 |
|
|
2021
Q4 | $968K | Buy |
4,209
+611
| +17% | +$141K | 0.44% | 68 |
|
|
2021
Q3 | $655K | Buy |
3,598
+64
| +2% | +$11.7K | 0.3% | 79 |
|
|
2021
Q2 | $554K | Sell |
3,534
-92
| -3% | -$14.4K | 0.26% | 90 |
|
|
2021
Q1 | $491K | Buy |
3,626
+840
| +30% | +$114K | 0.23% | 76 |
|
|
2020
Q4 | $542K | Sell |
2,786
-493
| -15% | -$95.9K | 0.27% | 65 |
|
|
2020
Q3 | $559K | Buy |
3,279
+1,049
| +47% | +$179K | 0.3% | 59 |
|
|
2020
Q2 | $349K | Buy |
+2,230
| New | +$349K | 0.23% | 63 |
|