Arbor 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 | $5.54M | Sell |
18,221
-300
| -2% | -$91.2K | 4.49% | 5 |
|
|
2025
Q1 | $5.09M | Buy |
18,521
+550
| +3% | +$151K | 4.54% | 5 |
|
|
2024
Q4 | $5.21M | Buy |
17,971
+212
| +1% | +$61.4K | 4.64% | 5 |
|
|
2024
Q3 | $5.03M | Buy |
17,759
+2,223
| +14% | +$629K | 4.54% | 5 |
|
|
2024
Q2 | $4.16M | Buy |
15,536
+78
| +0.5% | +$20.9K | 4.1% | 5 |
|
|
2024
Q1 | $4.02M | Sell |
15,458
-165
| -1% | -$42.9K | 3.79% | 5 |
|
|
2023
Q4 | $3.71M | Buy |
+15,623
| New | +$3.71M | 3.81% | 6 |
|