DBK Financial Counsel’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 | $4.3M | Sell |
14,141
-262
| -2% | -$79.6K | 3.89% | 6 |
|
|
2025
Q1 | $3.96M | Sell |
14,403
-705
| -5% | -$194K | 3.97% | 6 |
|
|
2024
Q4 | $4.38M | Sell |
15,108
-94
| -0.6% | -$27.2K | 4.41% | 6 |
|
|
2024
Q3 | $4.3M | Sell |
15,202
-479
| -3% | -$136K | 4.35% | 6 |
|
|
2024
Q2 | $4.19M | Sell |
15,681
-1,914
| -11% | -$512K | 4.57% | 6 |
|
|
2024
Q1 | $4.57M | Buy |
17,595
+2,302
| +15% | +$598K | 4.8% | 6 |
|
|
2023
Q4 | $3.63M | Buy |
15,293
+267
| +2% | +$63.3K | 4.16% | 7 |
|
|
2023
Q3 | $3.19M | Buy |
15,026
+159
| +1% | +$33.8K | 4.2% | 8 |
|
|
2023
Q2 | $3.27M | Sell |
14,867
-595
| -4% | -$131K | 4.41% | 8 |
|
|
2023
Q1 | $3.16M | Sell |
15,462
-822
| -5% | -$168K | 4.38% | 8 |
|
|
2022
Q4 | $3.11M | Buy |
16,284
+30
| +0.2% | +$5.74K | 4.97% | 6 |
|
|
2022
Q3 | $2.92M | Buy |
16,254
+68
| +0.4% | +$12.2K | 5.04% | 7 |
|
|
2022
Q2 | $3.05M | Sell |
16,186
-429
| -3% | -$80.9K | 4.95% | 8 |
|
|
2022
Q1 | $3.78M | Sell |
16,615
-1,565
| -9% | -$356K | 5.58% | 7 |
|
|
2021
Q4 | $4.39M | Buy |
+18,180
| New | +$4.39M | 6.26% | 7 |
|