BigSur 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 | $1.42M | Hold |
4,653
| – | – | 0.36% | 74 |
|
|
2025
Q1 | $1.28M | Buy |
4,653
+600
| +15% | +$165K | 0.35% | 76 |
|
|
2024
Q4 | $1.17M | Hold |
4,053
| – | – | 0.34% | 80 |
|
|
2024
Q3 | $1.15M | Hold |
4,053
| – | – | 0.32% | 78 |
|
|
2024
Q2 | $1.09M | Hold |
4,053
| – | – | 0.33% | 79 |
|
|
2024
Q1 | $1.05M | Hold |
4,053
| – | – | 0.33% | 80 |
|
|
2023
Q4 | $962K | Buy |
4,053
+4
| +0.1% | +$949 | 0.46% | 60 |
|
|
2023
Q3 | $860K | Buy |
4,049
+3
| +0.1% | +$637 | 0.43% | 63 |
|
|
2023
Q2 | $891K | Buy |
4,046
+4
| +0.1% | +$881 | 0.43% | 63 |
|
|
2023
Q1 | $825K | Buy |
4,042
+3
| +0.1% | +$612 | 0.39% | 67 |
|
|
2022
Q4 | $772K | Buy |
4,039
+5
| +0.1% | +$956 | 0.37% | 63 |
|
|
2022
Q3 | $724K | Buy |
+4,034
| New | +$724K | 0.37% | 65 |
|