Bradley & Co Private 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 | $12.9M | Buy |
42,557
+240
| +0.6% | +$72.9K | 7.92% | 1 |
|
|
2025
Q1 | $11.6M | Sell |
42,317
-286
| -0.7% | -$78.6K | 7.94% | 3 |
|
|
2024
Q4 | $12.3M | Buy |
+42,603
| New | +$12.3M | 7.71% | 2 |
|
|
2024
Q2 | $9.21M | Buy |
34,440
+12,825
| +59% | +$3.43M | 6.81% | 7 |
|
|
2024
Q1 | $5.62M | Buy |
21,615
+2,478
| +13% | +$644K | 4.54% | 11 |
|
|
2023
Q4 | $4.54M | Sell |
19,137
-3,396
| -15% | -$806K | 4.2% | 11 |
|
|
2023
Q3 | $4.79M | Sell |
22,533
-3,216
| -12% | -$683K | 4.99% | 10 |
|
|
2023
Q2 | $5.67M | Buy |
25,749
+1,387
| +6% | +$306K | 5.62% | 10 |
|
|
2023
Q1 | $4.97M | Buy |
24,362
+1,317
| +6% | +$269K | 5.45% | 11 |
|
|
2022
Q4 | $4.41M | Buy |
23,045
+5,165
| +29% | +$987K | 5.36% | 8 |
|
|
2022
Q3 | $3.21M | Sell |
17,880
-2,909
| -14% | -$522K | 3.83% | 11 |
|
|
2022
Q2 | $3.92M | Buy |
20,789
+2,248
| +12% | +$424K | 4.32% | 11 |
|
|
2022
Q1 | $4.22M | Buy |
18,541
+3,738
| +25% | +$851K | 3.63% | 12 |
|
|
2021
Q4 | $3.57M | Buy |
14,803
+144
| +1% | +$34.8K | 2.86% | 13 |
|
|
2021
Q3 | $3.26M | Sell |
14,659
-354
| -2% | -$78.6K | 2.81% | 13 |
|
|
2021
Q2 | $3.35M | Buy |
15,013
+225
| +2% | +$50.1K | 2.92% | 13 |
|
|
2021
Q1 | $3.06M | Buy |
+14,788
| New | +$3.06M | 2.82% | 13 |
|