Bernardo Wealth Planning’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 | $1.46M | Buy |
4,799
+487
| +11% | +$148K | 0.32% | 37 |
|
|
2025
Q1 | $1.19M | Buy |
4,312
+10
| +0.2% | +$2.75K | 0.28% | 39 |
|
|
2024
Q4 | $1.24M | Buy |
4,302
+125
| +3% | +$35.9K | 0.3% | 40 |
|
|
2024
Q3 | $1.2M | Buy |
4,177
+116
| +3% | +$33.4K | 0.29% | 39 |
|
|
2024
Q2 | $1.09M | Hold |
4,061
| – | – | 0.29% | 39 |
|
|
2024
Q1 | $1.06M | Buy |
4,061
+1
| +0% | +$260 | 0.29% | 42 |
|
|
2023
Q4 | $963K | Buy |
4,060
+168
| +4% | +$39.9K | 0.3% | 42 |
|
|
2023
Q3 | $827K | Sell |
3,892
-37
| -0.9% | -$7.86K | 0.33% | 37 |
|
|
2023
Q2 | $866K | Buy |
3,929
+1
| +0% | +$220 | 0.34% | 36 |
|
|
2023
Q1 | $802K | Buy |
3,928
+4
| +0.1% | +$817 | 0.34% | 38 |
|
|
2022
Q4 | $750K | Sell |
3,924
-1,102
| -22% | -$211K | 0.35% | 39 |
|
|
2022
Q3 | $942K | Sell |
5,026
-399
| -7% | -$74.8K | 0.53% | 31 |
|
|
2022
Q2 | $1.02M | Buy |
5,425
+1,531
| +39% | +$289K | 0.58% | 30 |
|
|
2022
Q1 | $886K | Sell |
3,894
-49
| -1% | -$11.1K | 0.44% | 34 |
|
|
2021
Q4 | $952K | Buy |
3,943
+181
| +5% | +$43.7K | 0.47% | 33 |
|
|
2021
Q3 | $835K | Buy |
3,762
+1
| +0% | +$222 | 0.49% | 35 |
|
|
2021
Q2 | $838K | Sell |
3,761
-521
| -12% | -$116K | 0.5% | 35 |
|
|
2021
Q1 | $885K | Sell |
4,282
-31
| -0.7% | -$6.41K | 0.56% | 31 |
|
|
2020
Q4 | $839K | Sell |
4,313
-174
| -4% | -$33.8K | 0.32% | 67 |
|
|
2020
Q3 | $764K | Buy |
4,487
+695
| +18% | +$118K | 0.34% | 60 |
|
|
2020
Q2 | $593K | Hold |
3,792
| – | – | 0.32% | 62 |
|
|
2020
Q1 | $488K | Sell |
3,792
-144
| -4% | -$18.5K | 0.34% | 73 |
|
|
2019
Q4 | $644K | Buy |
3,936
+392
| +11% | +$64.1K | 0.39% | 60 |
|
|
2019
Q3 | $535K | Sell |
3,544
-7
| -0.2% | -$1.06K | 0.39% | 58 |
|
|
2019
Q2 | $533K | Hold |
3,551
| – | – | 0.42% | 60 |
|
|
2019
Q1 | $514K | Buy |
3,551
+14
| +0.4% | +$2.03K | 0.41% | 61 |
|
|
2018
Q4 | $451K | Buy |
+3,537
| New | +$451K | 0.4% | 61 |
|