Chico Wealth RIA’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 | $773K | Sell |
2,542
-19
| -0.7% | -$5.78K | 0.61% | 12 |
|
|
2025
Q1 | $704K | Sell |
2,561
-120
| -4% | -$33K | 0.61% | 13 |
|
|
2024
Q4 | $777K | Sell |
2,681
-805
| -23% | -$233K | 0.68% | 11 |
|
|
2024
Q3 | $987K | Sell |
3,486
-11
| -0.3% | -$3.12K | 0.84% | 12 |
|
|
2024
Q2 | $935K | Sell |
3,497
-444
| -11% | -$119K | 0.86% | 11 |
|
|
2024
Q1 | $1.02M | Sell |
3,941
-338
| -8% | -$87.8K | 0.97% | 11 |
|
|
2023
Q4 | $1.02M | Sell |
4,279
-35
| -0.8% | -$8.3K | 1.06% | 11 |
|
|
2023
Q3 | $916K | Sell |
4,314
-77
| -2% | -$16.4K | 1.1% | 10 |
|
|
2023
Q2 | $967K | Buy |
4,391
+584
| +15% | +$129K | 1.15% | 10 |
|
|
2023
Q1 | $777K | Sell |
3,807
-8
| -0.2% | -$1.63K | 1% | 10 |
|
|
2022
Q4 | $729K | Buy |
3,815
+112
| +3% | +$21.4K | 0.82% | 11 |
|
|
2022
Q3 | $665K | Sell |
3,703
-7
| -0.2% | -$1.26K | 0.77% | 13 |
|
|
2022
Q2 | $700K | Buy |
3,710
+212
| +6% | +$40K | 0.57% | 15 |
|
|
2022
Q1 | $796K | Buy |
+3,498
| New | +$796K | 0.64% | 17 |
|