Bull Oak Capital’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 | $12.4M | Buy |
+40,956
| New | +$12.4M | 5.67% | 5 |
|
|
2025
Q1 | – | Sell |
-707
| Closed | -$205K | – | 29 |
|
|
2024
Q4 | $205K | Buy |
707
+1
| +0.1% | +$290 | 0.11% | 25 |
|
|
2024
Q3 | $200K | Hold |
706
| – | – | 0.11% | 26 |
|
|
2024
Q2 | $189K | Buy |
706
+51
| +8% | +$13.6K | 0.12% | 19 |
|
|
2024
Q1 | $170K | Hold |
655
| – | – | 0.11% | 19 |
|
|
2023
Q4 | $155K | Hold |
655
| – | – | 0.04% | 18 |
|
|
2023
Q3 | $139K | Buy |
+655
| New | +$139K | 0.15% | 15 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 16 |
|
|
2023
Q1 | – | Sell |
-1,459
| Closed | -$279K | – | 19 |
|
|
2022
Q4 | $279K | Hold |
1,459
| – | – | 0.24% | 15 |
|
|
2022
Q3 | $262K | Hold |
1,459
| – | – | 0.26% | 19 |
|
|
2022
Q2 | $275K | Sell |
1,459
-364
| -20% | -$68.6K | 0.25% | 19 |
|
|
2022
Q1 | $415K | Buy |
+1,823
| New | +$415K | 0.34% | 19 |
|