Broadleaf Partners’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 | $546K | Sell |
1,797
-322
| -15% | -$97.9K | 0.12% | 54 |
|
|
2025
Q1 | $582K | Sell |
2,119
-372
| -15% | -$102K | 0.15% | 53 |
|
|
2024
Q4 | $722K | Sell |
2,491
-607
| -20% | -$176K | 0.17% | 48 |
|
|
2024
Q3 | $877K | Buy |
3,098
+447
| +17% | +$127K | 0.21% | 47 |
|
|
2024
Q2 | $709K | Buy |
2,651
+382
| +17% | +$102K | 0.17% | 47 |
|
|
2024
Q1 | $590K | Buy |
2,269
+263
| +13% | +$68.4K | 0.15% | 54 |
|
|
2023
Q4 | $476K | Buy |
2,006
+642
| +47% | +$152K | 0.14% | 57 |
|
|
2023
Q3 | $290K | Buy |
1,364
+84
| +7% | +$17.8K | 0.1% | 60 |
|
|
2023
Q2 | $282K | Hold |
1,280
| – | – | 0.09% | 64 |
|
|
2023
Q1 | $261K | Buy |
1,280
+50
| +4% | +$10.2K | 0.09% | 66 |
|
|
2022
Q4 | $235K | Buy |
+1,230
| New | +$235K | 0.09% | 68 |
|