Delap Wealth Advisory’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 | $11.1M | Sell |
36,544
-145
| -0.4% | -$44.1K | 5.33% | 5 |
|
|
2025
Q1 | $10.1M | Buy |
36,689
+21,217
| +137% | +$5.83M | 5.62% | 6 |
|
|
2024
Q4 | $4.48M | Buy |
15,472
+2
| +0% | +$580 | 2.68% | 10 |
|
|
2024
Q3 | $4.38M | Buy |
15,470
+10,983
| +245% | +$3.11M | 2.77% | 10 |
|
|
2024
Q2 | $1.2M | Sell |
4,487
-33
| -0.7% | -$8.83K | 0.55% | 28 |
|
|
2024
Q1 | $1.17M | Sell |
4,520
-5,218
| -54% | -$1.36M | 0.47% | 37 |
|
|
2023
Q4 | $2.31M | Buy |
9,738
+5,218
| +115% | +$1.24M | 1.05% | 23 |
|
|
2023
Q3 | $960K | Buy |
4,520
+9
| +0.2% | +$1.91K | 0.93% | 20 |
|
|
2023
Q2 | $994K | Sell |
4,511
-524
| -10% | -$115K | 0.97% | 18 |
|
|
2023
Q1 | $1.03M | Sell |
5,035
-725
| -13% | -$148K | 1.05% | 20 |
|
|
2022
Q4 | $1.1M | Buy |
+5,760
| New | +$1.1M | 1.15% | 20 |
|