Cornerstone 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 | $848K | Sell |
2,789
-690
| -20% | -$210K | 0.22% | 28 |
|
|
2025
Q1 | $956K | Sell |
3,479
-200
| -5% | -$55K | 0.27% | 27 |
|
|
2024
Q4 | $1.07M | Sell |
3,679
-21
| -0.6% | -$6.09K | 0.29% | 28 |
|
|
2024
Q3 | $1.05M | Sell |
3,700
-50
| -1% | -$14.2K | 0.29% | 28 |
|
|
2024
Q2 | $1M | Sell |
3,750
-271
| -7% | -$72.5K | 0.3% | 27 |
|
|
2024
Q1 | $1.05M | Sell |
4,021
-35
| -0.9% | -$9.1K | 0.32% | 27 |
|
|
2023
Q4 | $962K | Sell |
4,056
-25
| -0.6% | -$5.93K | 0.31% | 28 |
|
|
2023
Q3 | $867K | Sell |
4,081
-50
| -1% | -$10.6K | 0.31% | 29 |
|
|
2023
Q2 | $910K | Buy |
4,131
+490
| +13% | +$108K | 0.31% | 29 |
|
|
2023
Q1 | $743K | Hold |
3,641
| – | – | 0.27% | 30 |
|
|
2022
Q4 | $696K | Hold |
3,641
| – | – | 0.27% | 28 |
|
|
2022
Q3 | $653K | Hold |
3,641
| – | – | 0.26% | 28 |
|
|
2022
Q2 | $687K | Hold |
3,641
| – | – | 0.26% | 29 |
|
|
2022
Q1 | $829K | Hold |
3,641
| – | – | 0.29% | 27 |
|
|
2021
Q4 | $879K | Sell |
3,641
-175
| -5% | -$42.2K | 0.29% | 25 |
|
|
2021
Q3 | $847K | Sell |
3,816
-19
| -0.5% | -$4.22K | 0.3% | 25 |
|
|
2021
Q2 | $859K | Hold |
3,835
| – | – | 0.3% | 25 |
|
|
2021
Q1 | $793K | Buy |
+3,835
| New | +$793K | 0.3% | 26 |
|