Cahill 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
Q1 | $10M | Sell |
36,384
-104
| -0.3% | -$28.6K | 5.09% | 5 |
|
2024
Q4 | $10.6M | Buy |
36,488
+66
| +0.2% | +$19.1K | 5.39% | 4 |
|
2024
Q3 | $10.3M | Sell |
36,422
-292
| -0.8% | -$82.7K | 5.32% | 5 |
|
2024
Q2 | $9.82M | Sell |
36,714
-62
| -0.2% | -$16.6K | 5.86% | 3 |
|
2024
Q1 | $9.56M | Sell |
36,776
-450
| -1% | -$117K | 5.56% | 4 |
|
2023
Q4 | $8.83M | Sell |
37,226
-87
| -0.2% | -$20.6K | 5.94% | 4 |
|
2023
Q3 | $7.93M | Sell |
37,313
-566
| -1% | -$120K | 6.08% | 3 |
|
2023
Q2 | $8.34M | Sell |
37,879
-282
| -0.7% | -$62.1K | 5.76% | 4 |
|
2023
Q1 | $7.79M | Buy |
38,161
+15
| +0% | +$3.06K | 5.75% | 4 |
|
2022
Q4 | $7.91M | Sell |
38,146
-2,375
| -6% | -$493K | 5.75% | 3 |
|
2022
Q3 | $7.27M | Sell |
40,521
-36
| -0.1% | -$6.46K | 6.49% | 3 |
|
2022
Q2 | $7.65M | Sell |
40,557
-108
| -0.3% | -$20.4K | 6.47% | 3 |
|
2022
Q1 | $9.26M | Buy |
+40,665
| New | +$9.26M | 6.87% | 3 |
|