BKM 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 | $1.58M | Buy |
5,195
+6
| +0.1% | +$1.82K | 0.62% | 52 |
|
|
2025
Q1 | $1.43M | Sell |
5,189
-13
| -0.2% | -$3.57K | 0.59% | 57 |
|
|
2024
Q4 | $1.51M | Buy |
5,202
+1
| +0% | +$290 | 0.62% | 51 |
|
|
2024
Q3 | $1.47M | Sell |
5,201
-5
| -0.1% | -$1.42K | 0.6% | 53 |
|
|
2024
Q2 | $1.39M | Sell |
5,206
-11
| -0.2% | -$2.94K | 0.67% | 46 |
|
|
2024
Q1 | $1.36M | Sell |
5,217
-1,069
| -17% | -$278K | 0.58% | 52 |
|
|
2023
Q4 | $1.49M | Buy |
+6,286
| New | +$1.49M | 0.64% | 44 |
|