Cardinal Strategic Wealth Guidance’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 | $472K | Hold |
1,553
| – | – | 0.14% | 38 |
|
|
2025
Q1 | $427K | Sell |
1,553
-76
| -5% | -$20.9K | 0.14% | 39 |
|
|
2024
Q4 | $472K | Buy |
1,629
+227
| +16% | +$65.8K | 0.15% | 41 |
|
|
2024
Q3 | $397K | Hold |
1,402
| – | – | 0.13% | 40 |
|
|
2024
Q2 | $375K | Hold |
1,402
| – | – | 0.14% | 40 |
|
|
2024
Q1 | $364K | Sell |
1,402
-1,281
| -48% | -$333K | 0.14% | 41 |
|
|
2023
Q4 | $636K | Sell |
2,683
-409
| -13% | -$97K | 0.25% | 35 |
|
|
2023
Q3 | $657K | Sell |
3,092
-68
| -2% | -$14.4K | 0.3% | 34 |
|
|
2023
Q2 | $696K | Hold |
3,160
| – | – | 0.31% | 30 |
|
|
2023
Q1 | $645K | Sell |
3,160
-176
| -5% | -$35.9K | 0.3% | 34 |
|
|
2022
Q4 | $638K | Buy |
3,336
+255
| +8% | +$48.8K | 0.31% | 42 |
|
|
2022
Q3 | $553K | Sell |
3,081
-640
| -17% | -$115K | 0.29% | 37 |
|
|
2022
Q2 | $702K | Buy |
3,721
+233
| +7% | +$44K | 0.36% | 34 |
|
|
2022
Q1 | $794K | Buy |
3,488
+310
| +10% | +$70.6K | 0.36% | 34 |
|
|
2021
Q4 | $767K | Hold |
3,178
| – | – | 0.36% | 43 |
|
|
2021
Q3 | $706K | Sell |
3,178
-113
| -3% | -$25.1K | 0.37% | 42 |
|
|
2021
Q2 | $733K | Sell |
3,291
-758
| -19% | -$169K | 0.39% | 39 |
|
|
2021
Q1 | $837K | Buy |
4,049
+141
| +4% | +$29.1K | 0.49% | 33 |
|
|
2020
Q4 | $761K | Buy |
3,908
+1,517
| +63% | +$295K | 0.45% | 27 |
|
|
2020
Q3 | $407K | Buy |
2,391
+60
| +3% | +$10.2K | 0.29% | 37 |
|
|
2020
Q2 | $365K | Buy |
2,331
+23
| +1% | +$3.6K | 0.27% | 40 |
|
|
2020
Q1 | $298K | Sell |
2,308
-1,495
| -39% | -$193K | 0.27% | 40 |
|
|
2019
Q4 | $622K | Buy |
+3,803
| New | +$622K | 0.53% | 35 |
|