Centric 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 | $687K | Buy |
2,195
+1,452
| +195% | +$455K | 0.16% | 101 |
|
|
2025
Q1 | $204K | Buy |
+743
| New | +$204K | 0.05% | 167 |
|
|
2024
Q4 | – | Sell |
-739
| Closed | -$217K | – | 188 |
|
|
2024
Q3 | $217K | Buy |
+739
| New | +$217K | 0.06% | 163 |
|
|
2024
Q1 | – | Sell |
-1,463
| Closed | -$357K | – | 174 |
|
|
2023
Q4 | $357K | Buy |
+1,463
| New | +$357K | 0.12% | 107 |
|