Certus 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 | $689K | Buy |
2,266
+9
| +0.4% | +$2.74K | 0.44% | 38 |
|
|
2025
Q1 | $648K | Buy |
2,257
+1
| +0% | +$287 | 0.44% | 38 |
|
|
2024
Q4 | $677K | Sell |
2,256
-153
| -6% | -$45.9K | 0.45% | 36 |
|
|
2024
Q3 | $682K | Sell |
2,409
-675
| -22% | -$191K | 0.47% | 36 |
|
|
2024
Q2 | $825K | Sell |
3,084
-53
| -2% | -$14.2K | 0.63% | 35 |
|
|
2024
Q1 | $795K | Buy |
3,137
+54
| +2% | +$13.7K | 0.63% | 31 |
|
|
2023
Q4 | $731K | Sell |
3,083
-43
| -1% | -$10.2K | 0.62% | 33 |
|
|
2023
Q3 | $664K | Buy |
3,126
+59
| +2% | +$12.5K | 0.63% | 33 |
|
|
2023
Q2 | $676K | Buy |
+3,067
| New | +$676K | 0.67% | 39 |
|