Aries Wealth Management’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 | $4.27M | Buy |
14,039
+3,054
| +28% | +$928K | 1.12% | 24 |
|
|
2025
Q1 | $3.02M | Sell |
10,985
-412
| -4% | -$113K | 0.82% | 33 |
|
|
2024
Q4 | $3.3M | Buy |
11,397
+709
| +7% | +$205K | 0.91% | 28 |
|
|
2024
Q3 | $3.03M | Buy |
10,688
+5,304
| +99% | +$1.5M | 0.83% | 30 |
|
|
2024
Q2 | $1.44M | Buy |
5,384
+392
| +8% | +$105K | 0.45% | 56 |
|
|
2024
Q1 | $1.3M | Buy |
4,992
+563
| +13% | +$146K | 0.42% | 63 |
|
|
2023
Q4 | $1.05M | Buy |
4,429
+144
| +3% | +$34.2K | 0.37% | 71 |
|
|
2023
Q3 | $926K | Buy |
4,285
+1,092
| +34% | +$236K | 0.36% | 74 |
|
|
2023
Q2 | $703K | Buy |
3,193
+100
| +3% | +$22K | 0.27% | 94 |
|
|
2023
Q1 | $631K | Sell |
3,093
-150
| -5% | -$30.6K | 0.26% | 100 |
|
|
2022
Q4 | $620K | Buy |
3,243
+111
| +4% | +$21.2K | 0.27% | 96 |
|
|
2022
Q3 | $608K | Buy |
3,132
+134
| +4% | +$26K | 0.27% | 89 |
|
|
2022
Q2 | $565K | Buy |
+2,998
| New | +$565K | 0.26% | 94 |
|
|
2022
Q1 | – | Sell |
-2,456
| Closed | -$593K | – | 225 |
|
|
2021
Q4 | $593K | Buy |
2,456
+179
| +8% | +$43.2K | 0.23% | 99 |
|
|
2021
Q3 | $506K | Buy |
2,277
+309
| +16% | +$68.7K | 0.21% | 97 |
|
|
2021
Q2 | $439K | Sell |
1,968
-295
| -13% | -$65.8K | 0.19% | 110 |
|
|
2021
Q1 | $485K | Sell |
2,263
-22
| -1% | -$4.72K | 0.22% | 96 |
|
|
2020
Q4 | $455K | Buy |
2,285
+18
| +0.8% | +$3.58K | 0.23% | 98 |
|
|
2020
Q3 | $386K | Sell |
2,267
-75
| -3% | -$12.8K | 0.22% | 98 |
|
|
2020
Q2 | $367K | Hold |
2,342
| – | – | 0.22% | 92 |
|
|
2020
Q1 | $294K | Buy |
2,342
+1,105
| +89% | +$139K | 0.22% | 94 |
|
|
2019
Q4 | $203K | Buy |
+1,237
| New | +$203K | 0.12% | 150 |
|