Alpha Financial Partners’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 | $632K | Sell |
2,079
-1,534
| -42% | -$466K | 0.46% | 34 |
|
|
2025
Q1 | $993K | Sell |
3,613
-3
| -0.1% | -$824 | 0.8% | 19 |
|
|
2024
Q4 | $1.05M | Buy |
+3,616
| New | +$1.05M | 0.83% | 19 |
|
|
2024
Q3 | – | Sell |
-3,482
| Closed | -$932K | – | 156 |
|
|
2024
Q2 | $932K | Hold |
3,482
| – | – | 0.81% | 20 |
|
|
2024
Q1 | $905K | Buy |
3,482
+6
| +0.2% | +$1.56K | 0.82% | 18 |
|
|
2023
Q4 | $825K | Buy |
3,476
+7
| +0.2% | +$1.66K | 0.81% | 20 |
|
|
2023
Q3 | $737K | Sell |
3,469
-38
| -1% | -$8.07K | 0.86% | 22 |
|
|
2023
Q2 | $773K | Sell |
3,507
-2,493
| -42% | -$549K | 0.82% | 23 |
|
|
2023
Q1 | $1.22M | Buy |
6,000
+16
| +0.3% | +$3.27K | 1.38% | 13 |
|
|
2022
Q4 | $1.14M | Buy |
+5,984
| New | +$1.14M | 1.39% | 15 |
|