CA
Cresta Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.6M | Sell |
64,376
-1,224
| -2% | -$372K | 9.54% | 2 |
|
|
2025
Q1 | $18M | Buy |
65,600
+8,513
| +15% | +$2.34M | 9.34% | 2 |
|
|
2024
Q4 | $16.2M | Hold |
57,087
| – | – | 8.45% | 2 |
|
|
2024
Q3 | $16.2M | Buy |
57,087
+18,594
| +48% | +$5.27M | 8.45% | 2 |
|
|
2024
Q2 | $10.3M | Sell |
38,493
-866
| -2% | -$232K | 6.11% | 6 |
|
|
2024
Q1 | $10.2M | Buy |
39,359
+963
| +3% | +$250K | 6.49% | 5 |
|
|
2023
Q4 | $9.11M | Buy |
38,396
+489
| +1% | +$116K | 6.07% | 5 |
|
|
2023
Q3 | $8.05M | Buy |
37,907
+9,995
| +36% | +$2.12M | 6.23% | 5 |
|
|
2023
Q2 | $6.15M | Sell |
27,912
-17,200
| -38% | -$3.79M | 4.78% | 8 |
|
|
2023
Q1 | $9.21M | Buy |
45,112
+15,556
| +53% | +$3.17M | 7.16% | 3 |
|
|
2022
Q4 | $5.65M | Sell |
29,556
-9,979
| -25% | -$1.91M | 4.93% | 7 |
|
|
2022
Q3 | $7.1M | Buy |
+39,535
| New | +$7.1M | 8.76% | 5 |
|