Archvest 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 | $1.46M | Buy |
4,818
+8
| +0.2% | +$2.43K | 1.28% | 22 |
|
|
2025
Q1 | $1.32M | Buy |
4,810
+174
| +4% | +$47.8K | 1.09% | 23 |
|
|
2024
Q4 | $1.34M | Sell |
4,636
-270
| -6% | -$78.2K | 0.97% | 23 |
|
|
2024
Q3 | $1.39M | Buy |
4,906
+16
| +0.3% | +$4.53K | 0.88% | 21 |
|
|
2024
Q2 | $1.31M | Buy |
4,890
+154
| +3% | +$41.3K | 0.87% | 22 |
|
|
2024
Q1 | $1.23M | Buy |
4,736
+64
| +1% | +$16.6K | 0.87% | 17 |
|
|
2023
Q4 | $1.11M | Sell |
4,672
-320
| -6% | -$75.9K | 0.84% | 16 |
|
|
2023
Q3 | $1.06M | Sell |
4,992
-1,524
| -23% | -$324K | 0.86% | 19 |
|
|
2023
Q2 | $1.44M | Buy |
6,516
+40
| +0.6% | +$8.81K | 1.18% | 17 |
|
|
2023
Q1 | $1.32M | Sell |
6,476
-2,267
| -26% | -$463K | 1.17% | 17 |
|
|
2022
Q4 | $1.56M | Buy |
8,743
+2,349
| +37% | +$418K | 1.54% | 15 |
|
|
2022
Q3 | $1.15M | Sell |
6,394
-957
| -13% | -$172K | 1.18% | 17 |
|
|
2022
Q2 | $1.39M | Sell |
7,351
-330
| -4% | -$62.3K | 1.38% | 15 |
|
|
2022
Q1 | $1.75M | Sell |
7,681
-21
| -0.3% | -$4.78K | 1.58% | 14 |
|
|
2021
Q4 | $1.86M | Buy |
+7,702
| New | +$1.86M | 1.61% | 14 |
|