Concord Wealth Partners’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 | $1.68M | Sell |
5,518
-72
| -1% | -$21.9K | 0.24% | 96 |
|
|
2025
Q1 | $1.54M | Sell |
5,590
-204
| -4% | -$56.1K | 0.25% | 93 |
|
|
2024
Q4 | $1.68M | Buy |
5,794
+102
| +2% | +$29.6K | 0.28% | 76 |
|
|
2024
Q3 | $1.61M | Sell |
5,692
-285
| -5% | -$80.7K | 0.27% | 76 |
|
|
2024
Q2 | $1.6M | Sell |
5,977
-73
| -1% | -$19.5K | 0.28% | 73 |
|
|
2024
Q1 | $1.57M | Buy |
6,050
+7
| +0.1% | +$1.82K | 0.28% | 75 |
|
|
2023
Q4 | $1.43M | Sell |
6,043
-222
| -4% | -$52.7K | 0.29% | 77 |
|
|
2023
Q3 | $1.33M | Buy |
6,265
+106
| +2% | +$22.5K | 0.28% | 63 |
|
|
2023
Q2 | $1.36M | Sell |
6,159
-397
| -6% | -$87.4K | 0.29% | 57 |
|
|
2023
Q1 | $1.34M | Sell |
6,556
-1,146
| -15% | -$234K | 0.38% | 40 |
|
|
2022
Q4 | $1.47M | Sell |
7,702
-6
| -0.1% | -$1.15K | 0.44% | 37 |
|
|
2022
Q3 | $1.38M | Buy |
7,708
+886
| +13% | +$159K | 0.44% | 40 |
|
|
2022
Q2 | $1.29M | Buy |
6,822
+1,209
| +22% | +$228K | 0.35% | 42 |
|
|
2022
Q1 | $1.28M | Sell |
5,613
-160
| -3% | -$36.4K | 0.33% | 40 |
|
|
2021
Q4 | $1.39M | Buy |
5,773
+5,619
| +3,649% | +$1.36M | 0.34% | 35 |
|
|
2021
Q3 | $34K | Sell |
154
-5
| -3% | -$1.1K | 0.01% | 284 |
|
|
2021
Q2 | $35K | Sell |
159
-3
| -2% | -$660 | 0.01% | 404 |
|
|
2021
Q1 | $33K | Sell |
162
-277
| -63% | -$56.4K | 0.01% | 403 |
|
|
2020
Q4 | $85K | Buy |
+439
| New | +$85K | 0.07% | 146 |
|