Argent 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 | $219K | Buy |
+720
| New | +$219K | 0.07% | 144 |
|
|
2025
Q1 | – | Sell |
-706
| Closed | -$205K | – | 153 |
|
|
2024
Q4 | $205K | Sell |
706
-1,434
| -67% | -$416K | 0.08% | 133 |
|
|
2024
Q3 | $606K | Buy |
2,140
+6
| +0.3% | +$1.7K | 0.23% | 94 |
|
|
2024
Q2 | $571K | Hold |
2,134
| – | – | 0.23% | 91 |
|
|
2024
Q1 | $555K | Buy |
2,134
+200
| +10% | +$52K | 0.22% | 88 |
|
|
2023
Q4 | $459K | Sell |
1,934
-1,434
| -43% | -$340K | 0.2% | 95 |
|
|
2023
Q3 | $715K | Buy |
+3,368
| New | +$715K | 0.33% | 70 |
|
|
2021
Q3 | – | Sell |
-1,500
| Closed | -$334K | – | 138 |
|
|
2021
Q2 | $334K | Hold |
1,500
| – | – | 0.2% | 101 |
|
|
2021
Q1 | $310K | Hold |
1,500
| – | – | 0.2% | 103 |
|
|
2020
Q4 | $292K | Buy |
1,500
+300
| +25% | +$58.4K | 0.18% | 119 |
|
|
2020
Q3 | $204K | Buy |
+1,200
| New | +$204K | 0.14% | 134 |
|