Aletheian Wealth 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 | $1.28M | Buy |
4,199
+27
| +0.6% | +$8.21K | 0.63% | 32 |
|
|
2025
Q1 | $1.15M | Buy |
4,172
+129
| +3% | +$35.5K | 0.64% | 32 |
|
|
2024
Q4 | $1.17M | Sell |
4,043
-242
| -6% | -$70.1K | 0.69% | 29 |
|
|
2024
Q3 | $1.21M | Sell |
4,285
-294
| -6% | -$83.2K | 0.71% | 29 |
|
|
2024
Q2 | $1.22M | Sell |
4,579
-75
| -2% | -$20.1K | 0.65% | 37 |
|
|
2024
Q1 | $1.21M | Sell |
4,654
-430
| -8% | -$112K | 0.66% | 36 |
|
|
2023
Q4 | $1.21M | Sell |
5,084
-433
| -8% | -$103K | 0.8% | 30 |
|
|
2023
Q3 | $1.17M | Sell |
5,517
-166
| -3% | -$35.3K | 0.9% | 30 |
|
|
2023
Q2 | $1.25M | Sell |
5,683
-191
| -3% | -$42.1K | 0.86% | 33 |
|
|
2023
Q1 | $1.2M | Sell |
5,874
-2,414
| -29% | -$493K | 1.06% | 23 |
|
|
2022
Q4 | $1.58M | Sell |
8,288
-2,889
| -26% | -$552K | 1.37% | 17 |
|
|
2022
Q3 | $2.01M | Buy |
11,177
+1,402
| +14% | +$252K | 2.28% | 14 |
|
|
2022
Q2 | $1.84M | Sell |
9,775
-8
| -0.1% | -$1.51K | 1.87% | 16 |
|
|
2022
Q1 | $2.23M | Buy |
+9,783
| New | +$2.23M | 2.11% | 15 |
|