Coppell Advisory Solutions’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 | $680K | Buy |
2,242
+300
| +15% | +$91K | 0.08% | 193 |
|
|
2025
Q1 | $530K | Buy |
1,942
+792
| +69% | +$216K | 0.07% | 204 |
|
|
2024
Q4 | $334K | Sell |
1,150
-22
| -2% | -$6.4K | 0.05% | 202 |
|
|
2024
Q3 | $331K | Sell |
1,172
-325
| -22% | -$91.7K | 0.05% | 205 |
|
|
2024
Q2 | $400K | Buy |
+1,497
| New | +$400K | 0.07% | 173 |
|
|
2023
Q4 | $241K | Sell |
1,014
-543
| -35% | -$129K | 0.05% | 240 |
|
|
2023
Q3 | $298K | Buy |
1,557
+524
| +51% | +$100K | 0.1% | 137 |
|
|
2023
Q2 | $225K | Sell |
1,033
-461
| -31% | -$101K | 0.06% | 177 |
|
|
2023
Q1 | $300K | Sell |
1,494
-63
| -4% | -$12.7K | 0.1% | 158 |
|
|
2022
Q4 | $298K | Buy |
+1,557
| New | +$298K | 0.1% | 140 |
|