Disciplined Investments’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 | – | Sell |
-892
| Closed | -$245K | – | 130 |
|
|
2025
Q1 | $245K | Sell |
892
-5
| -0.6% | -$1.37K | 0.11% | 116 |
|
|
2024
Q4 | $260K | Buy |
+897
| New | +$260K | 0.13% | 112 |
|
|
2024
Q3 | – | Sell |
-3,303
| Closed | -$884K | – | 124 |
|
|
2024
Q2 | $884K | Sell |
3,303
-46
| -1% | -$12.3K | 0.47% | 55 |
|
|
2024
Q1 | $870K | Sell |
3,349
-3,231
| -49% | -$840K | 0.47% | 55 |
|
|
2023
Q4 | $1.56M | Hold |
6,580
| – | – | 0.91% | 35 |
|
|
2023
Q3 | $1.4M | Sell |
6,580
-42
| -0.6% | -$8.92K | 0.85% | 37 |
|
|
2023
Q2 | $1.46M | Buy |
6,622
+7
| +0.1% | +$1.54K | 0.78% | 37 |
|
|
2023
Q1 | $1.35M | Buy |
6,615
+25
| +0.4% | +$5.1K | 0.57% | 47 |
|
|
2022
Q4 | $1.26M | Buy |
6,590
+61
| +0.9% | +$11.7K | 0.62% | 44 |
|
|
2022
Q3 | $1.17M | Sell |
6,529
-7
| -0.1% | -$1.26K | 0.54% | 47 |
|
|
2022
Q2 | $1.23M | Buy |
6,536
+171
| +3% | +$32.3K | 0.56% | 49 |
|
|
2022
Q1 | $1.45M | Buy |
6,365
+106
| +2% | +$24.1K | 0.6% | 44 |
|
|
2021
Q4 | $1.51M | Buy |
6,259
+18
| +0.3% | +$4.35K | 0.67% | 42 |
|
|
2021
Q3 | $1.39M | Buy |
6,241
+8
| +0.1% | +$1.78K | 0.67% | 41 |
|
|
2021
Q2 | $1.39M | Buy |
6,233
+31
| +0.5% | +$6.91K | 0.71% | 41 |
|
|
2021
Q1 | $1.28M | Sell |
6,202
-13
| -0.2% | -$2.69K | 0.75% | 39 |
|
|
2020
Q4 | $1.21M | Sell |
6,215
-53
| -0.8% | -$10.3K | 0.81% | 36 |
|
|
2020
Q3 | $1.07M | Buy |
6,268
+163
| +3% | +$27.8K | 0.79% | 36 |
|
|
2020
Q2 | $956K | Buy |
6,105
+51
| +0.8% | +$7.99K | 0.74% | 40 |
|
|
2020
Q1 | $780K | Buy |
6,054
+5,699
| +1,605% | +$734K | 0.74% | 43 |
|
|
2019
Q4 | $58K | Buy |
+355
| New | +$58K | 0.05% | 154 |
|