Curran Financial 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 | $1.54M | Buy |
5,063
+198
| +4% | +$60.2K | 0.34% | 50 |
|
|
2025
Q1 | $1.34M | Buy |
4,865
+410
| +9% | +$113K | 0.33% | 44 |
|
|
2024
Q4 | $1.29M | Sell |
4,455
-16
| -0.4% | -$4.64K | 0.34% | 45 |
|
|
2024
Q3 | $1.27M | Sell |
4,471
-18
| -0.4% | -$5.1K | 0.36% | 47 |
|
|
2024
Q2 | $1.2M | Buy |
4,489
+58
| +1% | +$15.5K | 0.4% | 45 |
|
|
2024
Q1 | $1.15M | Sell |
4,431
-370
| -8% | -$96.2K | 0.4% | 45 |
|
|
2023
Q4 | $1.16M | Sell |
4,801
-267
| -5% | -$64.3K | 0.44% | 43 |
|
|
2023
Q3 | $1.08M | Buy |
5,068
+370
| +8% | +$78.6K | 0.47% | 40 |
|
|
2023
Q2 | $1.03M | Buy |
4,698
+15
| +0.3% | +$3.3K | 0.45% | 43 |
|
|
2023
Q1 | $956K | Sell |
4,683
-198
| -4% | -$40.4K | 0.45% | 38 |
|
|
2022
Q4 | $933K | Sell |
4,881
-674
| -12% | -$129K | 0.45% | 42 |
|
|
2022
Q3 | $997K | Sell |
5,555
-2,633
| -32% | -$473K | 0.51% | 31 |
|
|
2022
Q2 | $1.54M | Sell |
8,188
-595
| -7% | -$112K | 0.73% | 29 |
|
|
2022
Q1 | $2M | Sell |
8,783
-2,947
| -25% | -$671K | 0.82% | 34 |
|
|
2021
Q4 | $2.83M | Sell |
11,730
-4,067
| -26% | -$982K | 1.2% | 19 |
|
|
2021
Q3 | $3.53M | Buy |
15,797
+146
| +0.9% | +$32.6K | 1.8% | 19 |
|
|
2021
Q2 | $3.49M | Buy |
15,651
+280
| +2% | +$62.4K | 1.92% | 19 |
|
|
2021
Q1 | $3.18M | Sell |
15,371
-18
| -0.1% | -$3.72K | 2.28% | 15 |
|
|
2020
Q4 | $3M | Buy |
+15,389
| New | +$3M | 2.57% | 15 |
|