Destiny 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 | $568K | Sell |
1,868
-255
| -12% | -$77.5K | 0.08% | 113 |
|
|
2025
Q1 | $583K | Buy |
2,123
+1
| +0% | +$275 | 0.09% | 101 |
|
|
2024
Q4 | $615K | Buy |
2,122
+652
| +44% | +$189K | 0.1% | 100 |
|
|
2024
Q3 | $416K | Sell |
1,470
-318
| -18% | -$90K | 0.07% | 112 |
|
|
2024
Q2 | $478K | Hold |
1,788
| – | – | 0.09% | 102 |
|
|
2024
Q1 | $465K | Sell |
1,788
-81
| -4% | -$21.1K | 0.08% | 98 |
|
|
2023
Q4 | $435K | Sell |
1,869
-339
| -15% | -$78.9K | 0.08% | 103 |
|
|
2023
Q3 | $469K | Hold |
2,208
| – | – | 0.09% | 101 |
|
|
2023
Q2 | $498K | Buy |
2,208
+251
| +13% | +$56.6K | 0.1% | 100 |
|
|
2023
Q1 | $399K | Hold |
1,957
| – | – | 0.08% | 106 |
|
|
2022
Q4 | $374K | Sell |
1,957
-968
| -33% | -$185K | 0.08% | 114 |
|
|
2022
Q3 | $525K | Hold |
2,925
| – | – | 0.12% | 92 |
|
|
2022
Q2 | $552K | Hold |
2,925
| – | – | 0.12% | 89 |
|
|
2022
Q1 | $666K | Hold |
2,925
| – | – | 0.13% | 88 |
|
|
2021
Q4 | $706K | Hold |
2,925
| – | – | 0.14% | 93 |
|
|
2021
Q3 | $650K | Hold |
2,925
| – | – | 0.13% | 95 |
|
|
2021
Q2 | $652K | Buy |
2,925
+4
| +0.1% | +$892 | 0.12% | 105 |
|
|
2021
Q1 | $604K | Hold |
2,921
| – | – | 0.13% | 92 |
|
|
2020
Q4 | $569K | Buy |
+2,921
| New | +$569K | 0.12% | 96 |
|