DecisionPoint Financial’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
$2.87M Buy
9,447
+4,656
+97% +$1.42M 0.73% 17
2025
Q1
$1.32M Buy
4,791
+204
+4% +$56.1K 0.38% 18
2024
Q4
$1.33M Sell
4,587
-269
-6% -$78K 0.41% 17
2024
Q3
$1.38M Hold
4,856
0.44% 17
2024
Q2
$1.32M Sell
4,856
-482
-9% -$131K 0.44% 17
2024
Q1
$1.34M Sell
5,338
-389
-7% -$97.9K 0.53% 17
2023
Q4
$1.36M Buy
5,727
+365
+7% +$86.6K 0.58% 17
2023
Q3
$1.14M Sell
5,362
-312
-5% -$66.3K 0.6% 16
2023
Q2
$1.25M Sell
5,674
-7,677
-58% -$1.69M 0.65% 15
2023
Q1
$2.72M Sell
13,351
-527
-4% -$108K 1.57% 12
2022
Q4
$2.65M Buy
+13,878
New +$2.65M 1.61% 12