Comprehensive Financial 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 | $7.95M | Hold |
26,067
| – | – | 0.22% | 15 |
|
2025
Q1 | $7.16M | Buy |
26,067
+3
| +0% | +$825 | 0.23% | 13 |
|
2024
Q4 | $7.55M | Buy |
26,064
+4
| +0% | +$1.16K | 0.21% | 14 |
|
2024
Q3 | $7.4M | Sell |
26,060
-540
| -2% | -$153K | 0.21% | 14 |
|
2024
Q2 | $7.14M | Hold |
26,600
| – | – | 0.25% | 14 |
|
2024
Q1 | $6.91M | Buy |
26,600
+2
| +0% | +$520 | 0.22% | 15 |
|
2023
Q4 | $6.31M | Sell |
26,598
-253
| -0.9% | -$60K | 0.22% | 15 |
|
2023
Q3 | $5.7M | Sell |
26,851
-3,174
| -11% | -$674K | 0.21% | 16 |
|
2023
Q2 | $6.61M | Buy |
30,025
+2
| +0% | +$441 | 0.22% | 16 |
|
2023
Q1 | $37.3M | Buy |
30,023
+3
| +0% | +$3.73K | 1.13% | 6 |
|
2022
Q4 | $5.74M | Buy |
30,020
+4
| +0% | +$765 | 0.18% | 16 |
|
2022
Q3 | $5.39M | Buy |
30,016
+3
| +0% | +$538 | 0.14% | 17 |
|
2022
Q2 | $5.66M | Buy |
30,013
+3
| +0% | +$566 | 0.16% | 18 |
|
2022
Q1 | $6.83M | Hold |
30,010
| – | – | 0.12% | 18 |
|
2021
Q4 | $7.25M | Buy |
30,010
+3
| +0% | +$724 | 0.09% | 21 |
|
2021
Q3 | $6.66M | Buy |
30,007
+2
| +0% | +$444 | 0.06% | 20 |
|
2021
Q2 | $6.69M | Buy |
30,005
+2,909
| +11% | +$648K | 0.06% | 19 |
|
2021
Q1 | $5.6M | Buy |
27,096
+11
| +0% | +$2.27K | 0.06% | 15 |
|
2020
Q4 | $5.27M | Sell |
27,085
-32
| -0.1% | -$6.23K | 0.05% | 15 |
|
2020
Q3 | $4.62M | Buy |
27,117
+32
| +0.1% | +$5.45K | 0.05% | 11 |
|
2020
Q2 | $4.24M | Buy |
27,085
+3
| +0% | +$470 | 0.05% | 11 |
|
2020
Q1 | $3.49M | Hold |
27,082
| – | – | 0.07% | 13 |
|
2019
Q4 | $4.43M | Buy |
+27,082
| New | +$4.43M | 0.08% | 11 |
|