Bright Financial Advisors’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 | $4.55M | Sell |
14,973
-230
| -2% | -$69.9K | 2.53% | 10 |
|
|
2025
Q1 | $4.18M | Sell |
15,203
-269
| -2% | -$73.9K | 2.57% | 12 |
|
|
2024
Q4 | $4.48M | Buy |
15,472
+3,141
| +25% | +$910K | 2.82% | 10 |
|
|
2024
Q3 | $3.49M | Hold |
12,331
| – | – | 2.22% | 11 |
|
|
2024
Q2 | $3.3M | Hold |
12,331
| – | – | 2.33% | 11 |
|
|
2024
Q1 | $3.09M | Buy |
+12,331
| New | +$3.09M | 2.31% | 9 |
|