Discipline Wealth Solutions’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 | $1.3M | Buy |
4,279
+1,408
| +49% | +$428K | 0.5% | 35 |
|
|
2025
Q1 | $789K | Sell |
2,871
-335
| -10% | -$92.1K | 0.38% | 36 |
|
|
2024
Q4 | $929K | Sell |
3,206
-183
| -5% | -$53K | 0.43% | 32 |
|
|
2024
Q3 | $960K | Buy |
3,389
+256
| +8% | +$72.5K | 0.51% | 26 |
|
|
2024
Q2 | $838K | Buy |
3,133
+1,199
| +62% | +$321K | 0.66% | 14 |
|
|
2024
Q1 | $502K | Sell |
1,934
-1,750
| -48% | -$455K | 0.47% | 14 |
|
|
2023
Q4 | $903K | Buy |
+3,684
| New | +$903K | 0.9% | 14 |
|