Colton Groome Financial Advisors’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 | $608K | Buy |
2,002
+171
| +9% | +$52K | 0.21% | 72 |
|
|
2025
Q1 | $500K | Sell |
1,831
-242
| -12% | -$66K | 0.19% | 69 |
|
|
2024
Q4 | $601K | Hold |
2,073
| – | – | 0.23% | 62 |
|
|
2024
Q3 | $587K | Hold |
2,073
| – | – | 0.22% | 66 |
|
|
2024
Q2 | $555K | Hold |
2,073
| – | – | 0.22% | 64 |
|
|
2024
Q1 | $539K | Buy |
2,073
+162
| +8% | +$42.1K | 0.22% | 69 |
|
|
2023
Q4 | $453K | Buy |
+1,911
| New | +$453K | 0.2% | 73 |
|