Daymark Wealth 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 | $2.78M | Sell |
9,148
-505
| -5% | -$153K | 0.11% | 159 |
|
|
2025
Q1 | $2.65M | Sell |
9,653
-1,362
| -12% | -$374K | 0.11% | 143 |
|
|
2024
Q4 | $3.19M | Buy |
11,015
+3,167
| +40% | +$918K | 0.13% | 122 |
|
|
2024
Q3 | $2.22M | Buy |
7,848
+4,396
| +127% | +$1.24M | 0.09% | 159 |
|
|
2024
Q2 | $923K | Buy |
3,452
+869
| +34% | +$232K | 0.04% | 243 |
|
|
2024
Q1 | $671K | Buy |
2,583
+64
| +3% | +$16.6K | 0.04% | 243 |
|
|
2023
Q4 | $598K | Hold |
2,519
| – | – | 0.04% | 241 |
|
|
2023
Q3 | $535K | Buy |
2,519
+1,259
| +100% | +$267K | 0.04% | 231 |
|
|
2023
Q2 | $278K | Buy |
+1,260
| New | +$278K | 0.02% | 307 |
|