Delta Financial Group’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
Q1 | $1.12M | Buy |
3,936
+278
| +8% | +$79K | 0.26% | 69 |
|
|
2024
Q4 | $1.06M | Buy |
+3,658
| New | +$1.06M | 0.25% | 71 |
|
|
2024
Q2 | – | Sell |
-2,737
| Closed | -$711K | – | 237 |
|
|
2024
Q1 | $711K | Buy |
2,737
+17
| +0.6% | +$4.42K | 0.21% | 90 |
|
|
2023
Q4 | $645K | Buy |
2,720
+12
| +0.4% | +$2.85K | 0.2% | 91 |
|
|
2023
Q3 | $575K | Buy |
+2,708
| New | +$575K | 0.2% | 91 |
|
|
2023
Q2 | – | Sell |
-1,595
| Closed | -$326K | – | 192 |
|
|
2023
Q1 | $326K | Buy |
1,595
+471
| +42% | +$96.3K | 0.13% | 119 |
|
|
2022
Q4 | $214K | Buy |
+1,124
| New | +$214K | 0.09% | 156 |
|