Compton Wealth Advisory Group’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
Q1 | – | Sell |
-3,105
| Closed | -$900K | – | 108 |
|
|
2024
Q4 | $900K | Sell |
3,105
-2,822
| -48% | -$818K | 0.23% | 60 |
|
|
2024
Q3 | $1.68M | Buy |
5,927
+25
| +0.4% | +$7.08K | 0.42% | 48 |
|
|
2024
Q2 | $1.58M | Buy |
5,902
+268
| +5% | +$71.7K | 0.42% | 46 |
|
|
2024
Q1 | $1.46M | Buy |
+5,634
| New | +$1.46M | 0.4% | 48 |
|
|
2023
Q1 | – | Sell |
-90,556
| Closed | -$17.3M | – | 100 |
|
|
2022
Q4 | $17.3M | Buy |
+90,556
| New | +$17.3M | 6.75% | 2 |
|