Aufman Associates’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
$576K Hold
1,896
0.36% 28
2025
Q1
$521K Sell
1,896
-142
-7% -$39K 0.36% 28
2024
Q4
$591K Sell
2,038
-3
-0.1% -$869 0.4% 25
2024
Q3
$578K Sell
2,041
-26
-1% -$7.36K 0.37% 26
2024
Q2
$553K Buy
2,067
+1,021
+98% +$273K 0.39% 22
2024
Q1
$272K Sell
1,046
-7
-0.7% -$1.82K 0.19% 38
2023
Q4
$250K Sell
1,053
-8
-0.8% -$1.9K 0.19% 37
2023
Q3
$225K Buy
1,061
+4
+0.4% +$850 0.19% 38
2023
Q2
$233K Buy
1,057
+4
+0.4% +$881 0.19% 38
2023
Q1
$215K Sell
1,053
-298
-22% -$60.8K 0.18% 41
2022
Q4
$258K Buy
1,351
+182
+16% +$34.8K 0.24% 35
2022
Q3
$210K Sell
1,169
-230
-16% -$41.3K 0.22% 39
2022
Q2
$264K Buy
+1,399
New +$264K 0.25% 36