Bell Investment 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 | $331K | Sell |
1,090
-276
| -20% | -$83.9K | 0.06% | 94 |
|
|
2025
Q1 | $376K | Sell |
1,366
-703
| -34% | -$193K | 0.07% | 78 |
|
|
2024
Q4 | $600K | Buy |
2,069
+621
| +43% | +$180K | 0.11% | 60 |
|
|
2024
Q3 | $410K | Buy |
1,448
+797
| +122% | +$226K | 0.08% | 74 |
|
|
2024
Q2 | $174K | Buy |
651
+489
| +302% | +$131K | 0.03% | 109 |
|
|
2024
Q1 | $42K | Buy |
162
+16
| +11% | +$4.15K | 0.01% | 232 |
|
|
2023
Q4 | $34.7K | Hold |
146
| – | – | 0.01% | 239 |
|
|
2023
Q3 | $30.9K | Buy |
146
+1
| +0.7% | +$212 | 0.01% | 238 |
|
|
2023
Q2 | $32K | Buy |
145
+15
| +12% | +$3.31K | 0.01% | 223 |
|
|
2023
Q1 | $26.4K | Buy |
130
+1
| +0.8% | +$203 | 0.01% | 251 |
|
|
2022
Q4 | $24.7K | Buy |
129
+14
| +12% | +$2.68K | 0.01% | 266 |
|
|
2022
Q3 | $21K | Sell |
115
-471
| -80% | -$86K | 0.01% | 257 |
|
|
2022
Q2 | $111K | Buy |
+586
| New | +$111K | 0.03% | 87 |
|
|
2021
Q4 | $35K | Sell |
146
-34
| -19% | -$8.15K | 0.01% | 202 |
|
|
2021
Q3 | $40K | Buy |
+180
| New | +$40K | 0.01% | 172 |
|