Buttonwood 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 | $879K | Sell |
2,891
-147
| -5% | -$44.7K | 0.35% | 50 |
|
|
2025
Q1 | $835K | Sell |
3,038
-87
| -3% | -$23.9K | 0.37% | 51 |
|
|
2024
Q4 | $906K | Buy |
3,125
+1,221
| +64% | +$354K | 0.4% | 48 |
|
|
2024
Q3 | $539K | Sell |
1,904
-35
| -2% | -$9.91K | 0.24% | 71 |
|
|
2024
Q2 | $519K | Sell |
1,939
-3
| -0.2% | -$803 | 0.24% | 70 |
|
|
2024
Q1 | $505K | Sell |
1,942
-10
| -0.5% | -$2.6K | 0.24% | 73 |
|
|
2023
Q4 | $463K | Buy |
1,952
+82
| +4% | +$19.5K | 0.25% | 74 |
|
|
2023
Q3 | $397K | Buy |
1,870
+44
| +2% | +$9.35K | 0.25% | 75 |
|
|
2023
Q2 | $402K | Buy |
+1,826
| New | +$402K | 0.25% | 71 |
|