DHJJ Financial Advisors’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 | $235K | Buy |
775
+261
| +51% | +$79.3K | 0.09% | 157 |
|
|
2025
Q1 | $141K | Sell |
514
-31
| -6% | -$8.52K | 0.06% | 185 |
|
|
2024
Q4 | $158K | Buy |
545
+1
| +0.2% | +$290 | 0.06% | 176 |
|
|
2024
Q3 | $154K | Hold |
544
| – | – | 0.06% | 170 |
|
|
2024
Q2 | $146K | Buy |
544
+100
| +23% | +$26.8K | 0.06% | 168 |
|
|
2024
Q1 | $115K | Sell |
444
-45
| -9% | -$11.7K | 0.05% | 187 |
|
|
2023
Q4 | $116K | Hold |
489
| – | – | 0.05% | 181 |
|
|
2023
Q3 | $104K | Buy |
+489
| New | +$104K | 0.05% | 178 |
|