Adamsbrown Wealth Consultants’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 | $644K | Sell |
2,119
-164
| -7% | -$49.8K | 0.19% | 46 |
|
|
2025
Q1 | $627K | Buy |
2,283
+1
| +0% | +$275 | 0.2% | 42 |
|
|
2024
Q4 | $661K | Hold |
2,282
| – | – | 0.23% | 40 |
|
|
2024
Q3 | $646K | Sell |
2,282
-49
| -2% | -$13.9K | 0.22% | 40 |
|
|
2024
Q2 | $624K | Hold |
2,331
| – | – | 0.24% | 37 |
|
|
2024
Q1 | $606K | Hold |
2,331
| – | – | 0.25% | 36 |
|
|
2023
Q4 | $553K | Buy |
2,331
+1
| +0% | +$237 | 0.24% | 38 |
|
|
2023
Q3 | $495K | Hold |
2,330
| – | – | 0.24% | 37 |
|
|
2023
Q2 | $513K | Sell |
2,330
-14
| -0.6% | -$3.08K | 0.27% | 38 |
|
|
2023
Q1 | $479K | Buy |
2,344
+6
| +0.3% | +$1.23K | 0.28% | 37 |
|
|
2022
Q4 | $447K | Sell |
2,338
-3
| -0.1% | -$574 | 0.27% | 44 |
|
|
2022
Q3 | $420K | Sell |
2,341
-110
| -4% | -$19.7K | 0.32% | 45 |
|
|
2022
Q2 | $462K | Sell |
2,451
-308
| -11% | -$58.1K | 0.36% | 43 |
|
|
2022
Q1 | $628K | Buy |
2,759
+16
| +0.6% | +$3.64K | 0.5% | 36 |
|
|
2021
Q4 | $662K | Buy |
+2,743
| New | +$662K | 0.6% | 34 |
|