Centerpoint 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 | $319K | Sell |
1,050
-35
| -3% | -$10.6K | 0.11% | 67 |
|
|
2025
Q1 | $298K | Hold |
1,085
| – | – | 0.11% | 69 |
|
|
2024
Q4 | $314K | Buy |
1,085
+1,050
| +3,000% | +$304K | 0.11% | 68 |
|
|
2024
Q3 | $10K | Hold |
35
| – | – | ﹤0.01% | 360 |
|
|
2024
Q2 | $9K | Hold |
35
| – | – | ﹤0.01% | 358 |
|
|
2024
Q1 | $9K | Hold |
35
| – | – | ﹤0.01% | 333 |
|
|
2023
Q4 | $8K | Hold |
35
| – | – | ﹤0.01% | 338 |
|
|
2023
Q3 | $7K | Buy |
+35
| New | +$7K | ﹤0.01% | 367 |
|
|
2022
Q3 | – | Sell |
-2,464
| Closed | -$465K | – | 422 |
|
|
2022
Q2 | $465K | Buy |
+2,464
| New | +$465K | 0.24% | 43 |
|
|
2022
Q1 | – | Sell |
-119
| Closed | -$29K | – | 470 |
|
|
2021
Q4 | $29K | Buy |
119
+115
| +2,875% | +$28K | 0.01% | 159 |
|
|
2021
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 282 |
|
|
2021
Q2 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 281 |
|
|
2019
Q1 | – | Sell |
-820
| Closed | -$105K | – | 269 |
|
|
2018
Q4 | $105K | Buy |
+820
| New | +$105K | 0.1% | 64 |
|