Centurion 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 | $2.06M | Buy |
6,773
+2,834
| +72% | +$861K | 0.59% | 42 |
|
|
2025
Q1 | $1.14M | Hold |
3,939
| – | – | 0.36% | 59 |
|
|
2024
Q4 | $1.14M | Hold |
3,939
| – | – | 0.36% | 59 |
|
|
2024
Q3 | $1.12M | Buy |
+3,939
| New | +$1.12M | 0.36% | 61 |
|
|
2024
Q1 | $1.01M | Sell |
3,904
-200
| -5% | -$52K | 0.4% | 49 |
|
|
2023
Q4 | $974K | Buy |
4,104
+19
| +0.5% | +$4.51K | 0.42% | 48 |
|
|
2023
Q3 | $868K | Sell |
4,085
-1,231
| -23% | -$261K | 0.42% | 52 |
|
|
2023
Q2 | $1.17M | Buy |
5,316
+17
| +0.3% | +$3.74K | 0.56% | 38 |
|
|
2023
Q1 | $1.08M | Sell |
5,299
-2,701
| -34% | -$551K | 0.55% | 40 |
|
|
2022
Q4 | $1.53M | Buy |
+8,000
| New | +$1.53M | 0.86% | 25 |
|