Brown Miller 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 | $3.81M | Buy |
12,533
+562
| +5% | +$171K | 1.18% | 19 |
|
|
2025
Q1 | $3.29M | Sell |
11,971
-78
| -0.6% | -$21.4K | 1.14% | 21 |
|
|
2024
Q4 | $3.49M | Buy |
12,049
+53
| +0.4% | +$15.4K | 1.34% | 16 |
|
|
2024
Q3 | $3.4M | Buy |
11,996
+164
| +1% | +$46.4K | 1.32% | 17 |
|
|
2024
Q2 | $3.17M | Sell |
11,832
-183
| -2% | -$49K | 1.31% | 17 |
|
|
2024
Q1 | $3.12M | Sell |
12,015
-650
| -5% | -$169K | 1.38% | 17 |
|
|
2023
Q4 | $3M | Buy |
12,665
+160
| +1% | +$38K | 1.5% | 13 |
|
|
2023
Q3 | $2.66M | Sell |
12,505
-46
| -0.4% | -$9.77K | 1.48% | 15 |
|
|
2023
Q2 | $2.76M | Buy |
12,551
+384
| +3% | +$84.6K | 1.49% | 16 |
|
|
2023
Q1 | $2.48M | Sell |
12,167
-444
| -4% | -$90.6K | 1.47% | 18 |
|
|
2022
Q4 | $2.41M | Buy |
12,611
+2,355
| +23% | +$450K | 1.52% | 19 |
|
|
2022
Q3 | $1.84M | Buy |
10,256
+150
| +1% | +$26.9K | 1.3% | 24 |
|
|
2022
Q2 | $1.91M | Sell |
10,106
-2,349
| -19% | -$443K | 1.3% | 21 |
|
|
2022
Q1 | $2.84M | Buy |
12,455
+365
| +3% | +$83.1K | 1.64% | 16 |
|
|
2021
Q4 | $2.92M | Buy |
12,090
+3,902
| +48% | +$942K | 1.67% | 14 |
|
|
2021
Q3 | $1.82M | Sell |
8,188
-1
| -0% | -$222 | 1.14% | 25 |
|
|
2021
Q2 | $1.82M | Buy |
8,189
+2,447
| +43% | +$545K | 1.17% | 26 |
|
|
2021
Q1 | $1.19M | Sell |
5,742
-123
| -2% | -$25.4K | 0.84% | 34 |
|
|
2020
Q4 | $1.14M | Buy |
+5,865
| New | +$1.14M | 0.86% | 30 |
|