B.O.S.S. Retirement 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 | $1.64M | Sell |
5,386
-133,577
| -96% | -$40.6M | 0.41% | 51 |
|
|
2025
Q1 | $38.2M | Buy |
138,963
+10,409
| +8% | +$2.86M | 11.07% | 2 |
|
|
2024
Q4 | $37.3M | Buy |
128,554
+97,341
| +312% | +$28.2M | 10.41% | 1 |
|
|
2024
Q3 | $8.84M | Buy |
31,213
+21,473
| +220% | +$6.08M | 1.78% | 7 |
|
|
2024
Q2 | $2.61M | Buy |
+9,740
| New | +$2.61M | 0.67% | 48 |
|
|
2024
Q1 | – | Sell |
-81,068
| Closed | -$19.2M | – | 234 |
|
|
2023
Q4 | $19.2M | Buy |
81,068
+11,063
| +16% | +$2.62M | 3.73% | 2 |
|
|
2023
Q3 | $14.9M | Buy |
70,005
+15,608
| +29% | +$3.32M | 3.2% | 3 |
|
|
2023
Q2 | $12M | Buy |
54,397
+30,069
| +124% | +$6.62M | 2.55% | 6 |
|
|
2023
Q1 | $4.97M | Buy |
24,328
+4,284
| +21% | +$874K | 1.17% | 9 |
|
|
2022
Q4 | $3.83M | Buy |
+20,044
| New | +$3.83M | 0.98% | 16 |
|