Cahill 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
$2.32M Buy
7,633
+10
+0.1% +$3.04K 0.29% 60
2025
Q1
$2.1M Buy
7,623
+214
+3% +$58.8K 0.28% 61
2024
Q4
$2.15M Sell
7,409
-1,186
-14% -$344K 0.29% 66
2024
Q3
$2.43M Sell
8,595
-70
-0.8% -$19.8K 0.33% 54
2024
Q2
$2.32M Buy
8,665
+63
+0.7% +$16.9K 0.32% 61
2024
Q1
$2.24M Buy
8,602
+1,392
+19% +$362K 0.3% 66
2023
Q4
$1.71M Sell
7,210
-82
-1% -$19.5K 0.25% 80
2023
Q3
$1.55M Buy
7,292
+98
+1% +$20.8K 0.26% 82
2023
Q2
$1.58M Buy
7,194
+156
+2% +$34.4K 0.26% 85
2023
Q1
$1.44M Buy
7,038
+9
+0.1% +$1.84K 0.25% 89
2022
Q4
$1.34M Buy
7,029
+11
+0.2% +$2.1K 0.26% 94
2022
Q3
$1.26M Buy
7,018
+9
+0.1% +$1.62K 0.27% 89
2022
Q2
$1.32M Buy
7,009
+8
+0.1% +$1.51K 0.28% 83
2022
Q1
$1.59M Buy
7,001
+7
+0.1% +$1.59K 0.3% 76
2021
Q4
$1.69M Buy
6,994
+3,570
+104% +$862K 0.33% 71
2021
Q3
$760K Buy
3,424
+3
+0.1% +$666 0.16% 129
2021
Q2
$762K Buy
3,421
+3
+0.1% +$668 0.17% 114
2021
Q1
$707K Sell
3,418
-2,384
-41% -$493K 0.17% 115
2020
Q4
$1.13M Buy
5,802
+412
+8% +$80.2K 0.28% 75
2020
Q3
$918K Sell
5,390
-2,261
-30% -$385K 0.33% 72
2020
Q2
$1.2M Buy
7,651
+2,369
+45% +$371K 0.46% 54
2020
Q1
$681K Buy
5,282
+2,274
+76% +$293K 0.32% 79
2019
Q4
$493K Buy
3,008
+3
+0.1% +$492 0.18% 106
2019
Q3
$454K Buy
3,005
+2
+0.1% +$302 0.18% 109
2019
Q2
$451K Buy
3,003
+1
+0% +$150 0.18% 105
2019
Q1
$435K Buy
3,002
+3
+0.1% +$435 0.18% 103
2018
Q4
$383K Buy
2,999
+4
+0.1% +$511 0.19% 107
2018
Q3
$449K Hold
2,995
0.2% 104
2018
Q2
$421K Buy
2,995
+2
+0.1% +$281 0.19% 108
2018
Q1
$407K Buy
2,993
+1
+0% +$136 0.19% 110
2017
Q4
$411K Buy
2,992
+2
+0.1% +$275 0.21% 104
2017
Q3
$388K Buy
2,990
+2
+0.1% +$260 0.21% 101
2017
Q2
$372K Buy
+2,988
New +$372K 0.21% 102