Brown 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 | $1.23M | Hold |
4,054
| – | – | 0.38% | 47 |
|
|
2025
Q1 | $1.11M | Hold |
4,054
| – | – | 0.38% | 47 |
|
|
2024
Q4 | $1.17M | Sell |
4,054
-211
| -5% | -$61.2K | 0.42% | 40 |
|
|
2024
Q3 | $1.21M | Buy |
4,265
+207
| +5% | +$58.6K | 0.44% | 37 |
|
|
2024
Q2 | $1.09M | Buy |
4,058
+52
| +1% | +$13.9K | 0.44% | 41 |
|
|
2024
Q1 | $1.04M | Hold |
4,006
| – | – | 0.43% | 39 |
|
|
2023
Q4 | $950K | Hold |
4,006
| – | – | 0.42% | 38 |
|
|
2023
Q3 | $851K | Buy |
4,006
+5
| +0.1% | +$1.06K | 0.4% | 40 |
|
|
2023
Q2 | $881K | Buy |
+4,001
| New | +$881K | 0.46% | 37 |
|