CJM Wealth Advisers’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 | – | Sell |
-778
| Closed | -$214K | – | 72 |
|
|
2025
Q1 | $214K | Hold |
778
| – | – | 0.08% | 63 |
|
|
2024
Q4 | $225K | Sell |
778
-55
| -7% | -$15.9K | 0.08% | 66 |
|
|
2024
Q3 | $236K | Hold |
833
| – | – | 0.08% | 62 |
|
|
2024
Q2 | $223K | Hold |
833
| – | – | 0.08% | 57 |
|
|
2024
Q1 | $216K | Buy |
+833
| New | +$216K | 0.08% | 61 |
|
|
2022
Q1 | – | Sell |
-1,015
| Closed | -$245K | – | 62 |
|
|
2021
Q4 | $245K | Buy |
+1,015
| New | +$245K | 0.17% | 54 |
|