Central Valley 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 | $264K | Buy |
870
+4
| +0.5% | +$1.22K | 0.09% | 123 |
|
|
2025
Q1 | $238K | Buy |
866
+4
| +0.5% | +$1.1K | 0.09% | 113 |
|
|
2024
Q4 | $250K | Buy |
862
+11
| +1% | +$3.19K | 0.11% | 125 |
|
|
2024
Q3 | $241K | Buy |
+851
| New | +$241K | 0.14% | 117 |
|
|
2024
Q2 | – | Sell |
-879
| Closed | -$229K | – | 192 |
|
|
2024
Q1 | $229K | Buy |
879
+8
| +0.9% | +$2.08K | 0.12% | 136 |
|
|
2023
Q4 | $207K | Buy |
+871
| New | +$207K | 0.12% | 135 |
|