Altus Wealth Group’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 | $1.24M | Buy |
4,072
+404
| +11% | +$123K | 0.55% | 39 |
|
|
2025
Q1 | $1.01M | Buy |
3,668
+1,015
| +38% | +$279K | 0.47% | 43 |
|
|
2024
Q4 | $769K | Buy |
2,653
+3
| +0.1% | +$869 | 0.34% | 66 |
|
|
2024
Q3 | $750K | Sell |
2,650
-232
| -8% | -$65.7K | 0.32% | 68 |
|
|
2024
Q2 | $771K | Buy |
2,882
+95
| +3% | +$25.4K | 0.39% | 61 |
|
|
2024
Q1 | $724K | Buy |
2,787
+143
| +5% | +$37.2K | 0.36% | 63 |
|
|
2023
Q4 | $627K | Sell |
2,644
-1
| -0% | -$237 | 0.35% | 69 |
|
|
2023
Q3 | $562K | Sell |
2,645
-676
| -20% | -$144K | 0.36% | 69 |
|
|
2023
Q2 | $732K | Sell |
3,321
-75
| -2% | -$16.5K | 0.45% | 54 |
|
|
2023
Q1 | $693K | Buy |
3,396
+474
| +16% | +$96.7K | 0.47% | 55 |
|
|
2022
Q4 | $559K | Buy |
2,922
+409
| +16% | +$78.2K | 0.42% | 63 |
|
|
2022
Q3 | $558K | Hold |
2,513
| – | – | 0.55% | 51 |
|
|
2022
Q2 | $558K | Sell |
2,513
-487
| -16% | -$108K | 0.55% | 51 |
|
|
2022
Q1 | $683K | Buy |
3,000
+459
| +18% | +$104K | 0.56% | 41 |
|
|
2021
Q4 | $614K | Buy |
2,541
+28
| +1% | +$6.77K | 0.51% | 48 |
|
|
2021
Q3 | $558K | Buy |
2,513
+219
| +10% | +$48.6K | 0.55% | 51 |
|
|
2021
Q2 | $511K | Buy |
2,294
+277
| +14% | +$61.7K | 0.5% | 50 |
|
|
2021
Q1 | $435K | Buy |
2,017
+369
| +22% | +$79.6K | 0.43% | 57 |
|
|
2020
Q4 | $321K | Buy |
+1,648
| New | +$321K | 0.31% | 64 |
|