Aspect Partners’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 | $16.2M | Buy |
53,218
+5,285
| +11% | +$1.61M | 7.97% | 3 |
|
|
2025
Q1 | $13.2M | Buy |
47,933
+3,487
| +8% | +$958K | 7.54% | 2 |
|
|
2024
Q4 | $12.9M | Sell |
44,446
-2,145
| -5% | -$622K | 7.44% | 3 |
|
|
2024
Q3 | $13.2M | Sell |
46,591
-457
| -1% | -$129K | 7.4% | 2 |
|
|
2024
Q2 | $12.6M | Buy |
47,048
+6,997
| +17% | +$1.87M | 7.49% | 2 |
|
|
2024
Q1 | $10.4M | Buy |
40,051
+4,578
| +13% | +$1.19M | 8.21% | 2 |
|
|
2023
Q4 | $8.41M | Buy |
+35,473
| New | +$8.41M | 5.43% | 4 |
|