Balanced Wealth Group’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 | $1.31M | Sell |
4,219
-116
| -3% | -$36.1K | 0.57% | 22 |
|
|
2025
Q1 | $1.19M | Buy |
4,335
+21
| +0.5% | +$5.77K | 0.58% | 24 |
|
|
2024
Q4 | $1.29M | Sell |
4,314
-197
| -4% | -$58.8K | 0.58% | 23 |
|
|
2024
Q3 | $1.28M | Sell |
4,511
-677
| -13% | -$192K | 0.57% | 23 |
|
|
2024
Q2 | $1.39M | Sell |
5,188
-2,818
| -35% | -$755K | 0.63% | 24 |
|
|
2024
Q1 | $2.06M | Sell |
8,006
-10,036
| -56% | -$2.59M | 0.92% | 21 |
|
|
2023
Q4 | $4.28M | Buy |
+18,042
| New | +$4.28M | 2.22% | 12 |
|