Brass Tax 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 | $26.4M | Buy |
86,771
+158
| +0.2% | +$48K | 5.08% | 4 |
|
|
2025
Q1 | $23.8M | Sell |
86,613
-799
| -0.9% | -$220K | 5% | 4 |
|
|
2024
Q4 | $25.3M | Sell |
87,412
-932
| -1% | -$270K | 5.33% | 3 |
|
|
2024
Q3 | $25M | Sell |
88,344
-412
| -0.5% | -$117K | 5.36% | 4 |
|
|
2024
Q2 | $23.7M | Sell |
88,756
-709
| -0.8% | -$190K | 10.26% | 2 |
|
|
2024
Q1 | $23.3M | Buy |
+89,465
| New | +$23.3M | 12.12% | 1 |
|