Carson Advisory’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 | $854K | Sell |
2,810
-258
| -8% | -$78.4K | 0.54% | 53 |
|
|
2025
Q1 | $843K | Hold |
3,068
| – | – | 0.57% | 47 |
|
|
2024
Q4 | $889K | Hold |
3,068
| – | – | 0.62% | 46 |
|
|
2024
Q3 | $869K | Sell |
3,068
-10
| -0.3% | -$2.83K | 0.55% | 52 |
|
|
2024
Q2 | $823K | Sell |
3,078
-8
| -0.3% | -$2.14K | 0.58% | 47 |
|
|
2024
Q1 | $802K | Sell |
3,086
-10
| -0.3% | -$2.6K | 0.56% | 49 |
|
|
2023
Q4 | $734K | Buy |
3,096
+77
| +3% | +$18.3K | 0.57% | 53 |
|
|
2023
Q3 | $641K | Hold |
3,019
| – | – | 0.56% | 58 |
|
|
2023
Q2 | $665K | Hold |
3,019
| – | – | 0.56% | 60 |
|
|
2023
Q1 | $616K | Buy |
3,019
+58
| +2% | +$11.8K | 0.55% | 58 |
|
|
2022
Q4 | $566K | Sell |
2,961
-500
| -14% | -$95.6K | 0.54% | 53 |
|
|
2022
Q3 | $621K | Sell |
3,461
-50
| -1% | -$8.97K | 0.69% | 48 |
|
|
2022
Q2 | $662K | Buy |
3,511
+1,698
| +94% | +$320K | 0.74% | 40 |
|
|
2022
Q1 | $413K | Sell |
1,813
-50
| -3% | -$11.4K | 0.41% | 65 |
|
|
2021
Q4 | $450K | Buy |
+1,863
| New | +$450K | 0.46% | 56 |
|