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Bellwether Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $104K | Hold |
342
| – | – | 0.02% | 169 |
|
|
2025
Q1 | $94K | Hold |
342
| – | – | 0.02% | 176 |
|
|
2024
Q4 | $99.1K | Buy |
+342
| New | +$99.1K | 0.02% | 184 |
|
|
2023
Q2 | – | Sell |
-421
| Closed | -$85.9K | – | 462 |
|
|
2023
Q1 | $85.9K | Sell |
421
-226
| -35% | -$46.1K | 0.02% | 160 |
|
|
2022
Q4 | $124K | Sell |
647
-901
| -58% | -$172K | 0.04% | 145 |
|
|
2022
Q3 | $277K | Sell |
1,548
-36
| -2% | -$6.44K | 0.09% | 94 |
|
|
2022
Q2 | $298K | Sell |
1,584
-973
| -38% | -$183K | 0.1% | 101 |
|
|
2022
Q1 | $582K | Buy |
2,557
+574
| +29% | +$131K | 0.17% | 93 |
|
|
2021
Q4 | $478K | Buy |
1,983
+146
| +8% | +$35.2K | 0.15% | 94 |
|
|
2021
Q3 | $407K | Hold |
1,837
| – | – | 0.14% | 120 |
|
|
2021
Q2 | $409K | Buy |
1,837
+933
| +103% | +$208K | 0.14% | 101 |
|
|
2021
Q1 | $186K | Hold |
904
| – | – | 0.07% | 114 |
|
|
2020
Q4 | $175K | Buy |
+904
| New | +$175K | 0.08% | 110 |
|