Briaud Financial 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 | $91.8M | Sell |
302,127
-4,380
| -1% | -$1.33M | 36.21% | 1 |
|
|
2025
Q1 | $84.2M | Buy |
306,507
+7,721
| +3% | +$2.12M | 33.47% | 1 |
|
|
2024
Q4 | $86.6M | Buy |
298,786
+99,001
| +50% | +$28.7M | 35.3% | 1 |
|
|
2024
Q3 | $56.6M | Buy |
199,785
+4,004
| +2% | +$1.13M | 29.21% | 2 |
|
|
2024
Q2 | $52.4M | Buy |
195,781
+27,175
| +16% | +$7.27M | 30.23% | 2 |
|
|
2024
Q1 | $43.8M | Buy |
168,606
+124,511
| +282% | +$32.4M | 24.91% | 2 |
|
|
2023
Q4 | $10.5M | Buy |
44,095
+10,339
| +31% | +$2.45M | 8.92% | 3 |
|
|
2023
Q3 | $7.17M | Buy |
33,756
+321
| +1% | +$68.2K | 5.81% | 4 |
|
|
2023
Q2 | $7.37M | Buy |
33,435
+940
| +3% | +$207K | 6.95% | 3 |
|
|
2023
Q1 | $6.63M | Buy |
32,495
+109
| +0.3% | +$22.2K | 6.28% | 3 |
|
|
2022
Q4 | $6.19M | Buy |
32,386
+610
| +2% | +$117K | 5.01% | 3 |
|
|
2022
Q3 | $6.21M | Buy |
31,776
+22,074
| +228% | +$4.31M | 5.52% | 3 |
|
|
2022
Q2 | $1.83M | Buy |
9,702
+1,110
| +13% | +$209K | 1.2% | 7 |
|
|
2022
Q1 | $1.96M | Sell |
8,592
-5,796
| -40% | -$1.32M | 1.12% | 8 |
|
|
2021
Q4 | $3.47M | Buy |
14,388
+7,063
| +96% | +$1.7M | 1.89% | 8 |
|
|
2021
Q3 | $1.63M | Buy |
7,325
+2,734
| +60% | +$607K | 1.07% | 9 |
|
|
2021
Q2 | $1.02M | Buy |
4,591
+1,645
| +56% | +$366K | 0.68% | 8 |
|
|
2021
Q1 | $609K | Buy |
+2,946
| New | +$609K | 0.45% | 10 |
|