Cassaday & Co 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
Q2 | $2.39M | Sell |
7,863
-3,208
| -29% | -$975K | 0.06% | 69 |
|
|
2025
Q1 | $3.04M | Buy |
11,071
+3,286
| +42% | +$903K | 0.09% | 53 |
|
|
2024
Q4 | $2.26M | Sell |
7,785
-334
| -4% | -$96.8K | 0.06% | 67 |
|
|
2024
Q3 | $2.3M | Buy |
8,119
+487
| +6% | +$138K | 0.07% | 63 |
|
|
2024
Q2 | $2.04M | Buy |
7,632
+3,543
| +87% | +$948K | 0.06% | 65 |
|
|
2024
Q1 | $1.06M | Sell |
4,089
-403
| -9% | -$105K | 0.03% | 96 |
|
|
2023
Q4 | $1.07M | Buy |
4,492
+610
| +16% | +$145K | 0.04% | 95 |
|
|
2023
Q3 | $824K | Sell |
3,882
-1,035
| -21% | -$220K | 0.03% | 97 |
|
|
2023
Q2 | $1.08M | Sell |
4,917
-1,191
| -19% | -$262K | 0.04% | 86 |
|
|
2023
Q1 | $1.25M | Buy |
6,108
+1,637
| +37% | +$334K | 0.05% | 74 |
|
|
2022
Q4 | $855K | Buy |
+4,471
| New | +$855K | 0.04% | 105 |
|