Baker Tilly 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 | $664K | Buy |
2,186
+281
| +15% | +$85.4K | 0.24% | 96 |
|
|
2025
Q1 | $524K | Sell |
1,905
-18
| -0.9% | -$4.95K | 0.21% | 112 |
|
|
2024
Q4 | $557K | Sell |
1,923
-127
| -6% | -$36.8K | 0.22% | 105 |
|
|
2024
Q3 | $580K | Buy |
2,050
+276
| +16% | +$78.1K | 0.26% | 96 |
|
|
2024
Q2 | $475K | Sell |
1,774
-155
| -8% | -$41.5K | 0.19% | 127 |
|
|
2024
Q1 | $501K | Buy |
1,929
+669
| +53% | +$174K | 0.09% | 251 |
|
|
2023
Q4 | $299K | Sell |
1,260
-3,110
| -71% | -$738K | 0.05% | 385 |
|
|
2023
Q3 | $928K | Sell |
4,370
-597
| -12% | -$127K | 0.15% | 141 |
|
|
2023
Q2 | $1.09M | Sell |
4,967
-564
| -10% | -$124K | 0.11% | 188 |
|
|
2023
Q1 | $1.13M | Buy |
5,531
+555
| +11% | +$113K | 0.13% | 179 |
|
|
2022
Q4 | $951K | Sell |
4,976
-1,484
| -23% | -$284K | 0.12% | 196 |
|
|
2022
Q3 | $1.16M | Buy |
6,460
+2,609
| +68% | +$468K | 0.16% | 137 |
|
|
2022
Q2 | $726K | Buy |
+3,851
| New | +$726K | 0.1% | 227 |
|
|
2022
Q1 | – | Sell |
-4,443
| Closed | -$1.07M | – | 568 |
|
|
2021
Q4 | $1.07M | Buy |
4,443
+978
| +28% | +$236K | 0.12% | 181 |
|
|
2021
Q3 | $769K | Sell |
3,465
-646
| -16% | -$143K | 0.1% | 217 |
|
|
2021
Q2 | $916K | Buy |
4,111
+606
| +17% | +$135K | 0.15% | 160 |
|
|
2021
Q1 | $724K | Buy |
+3,505
| New | +$724K | 0.15% | 177 |
|