Arcadia Wealth Management (New Hampshire)’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
Q1 | – | Sell |
-1,692
| Closed | -$490K | – | 69 |
|
|
2024
Q4 | $490K | Buy |
1,692
+22
| +1% | +$6.38K | 0.25% | 46 |
|
|
2024
Q3 | $473K | Buy |
1,670
+8
| +0.5% | +$2.27K | 0.25% | 45 |
|
|
2024
Q2 | $445K | Buy |
1,662
+105
| +7% | +$28.1K | 0.25% | 47 |
|
|
2024
Q1 | $405K | Buy |
1,557
+203
| +15% | +$52.8K | 0.25% | 41 |
|
|
2023
Q4 | $321K | Sell |
1,354
-2,368
| -64% | -$562K | 0.22% | 44 |
|
|
2023
Q3 | $791K | Buy |
3,722
+80
| +2% | +$17K | 0.62% | 27 |
|
|
2023
Q2 | $802K | Buy |
3,642
+939
| +35% | +$207K | 0.59% | 26 |
|
|
2023
Q1 | $552K | Sell |
2,703
-671
| -20% | -$137K | 0.46% | 34 |
|
|
2022
Q4 | $645K | Buy |
+3,374
| New | +$645K | 0.57% | 29 |
|