Core Wealth 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 | $249K | Buy |
+818
| New | +$249K | 0.07% | 68 |
|
|
2024
Q2 | – | Sell |
-704
| Closed | -$183K | – | 233 |
|
|
2024
Q1 | $183K | Sell |
704
-13
| -2% | -$3.38K | 0.06% | 57 |
|
|
2023
Q4 | $170K | Hold |
717
| – | – | 0.06% | 52 |
|
|
2023
Q3 | $152K | Sell |
717
-140
| -16% | -$29.7K | 0.06% | 51 |
|
|
2023
Q2 | $189K | Sell |
857
-96
| -10% | -$21.1K | 0.08% | 47 |
|
|
2023
Q1 | $195K | Sell |
953
-47
| -5% | -$9.59K | 0.08% | 48 |
|
|
2022
Q4 | $191K | Hold |
1,000
| – | – | 0.08% | 42 |
|
|
2022
Q3 | $179K | Buy |
+1,000
| New | +$179K | 0.1% | 37 |
|
|
2020
Q2 | – | Sell |
-16
| Closed | -$2K | – | 164 |
|
|
2020
Q1 | $2K | Sell |
16
-7
| -30% | -$875 | ﹤0.01% | 137 |
|
|
2019
Q4 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 103 |
|