Dopkins Wealth Management’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 | $718K | Sell |
2,364
-108
| -4% | -$32.8K | 0.32% | 46 |
|
|
2025
Q1 | $679K | Buy |
2,472
+301
| +14% | +$82.7K | 0.35% | 47 |
|
|
2024
Q4 | $629K | Buy |
2,171
+1,134
| +109% | +$329K | 0.32% | 48 |
|
|
2024
Q3 | $294K | Sell |
1,037
-992
| -49% | -$281K | 0.24% | 45 |
|
|
2024
Q2 | $543K | Hold |
2,029
| – | – | 0.33% | 43 |
|
|
2024
Q1 | $527K | Buy |
2,029
+593
| +41% | +$154K | 0.32% | 44 |
|
|
2023
Q4 | $341K | Sell |
1,436
-363
| -20% | -$86.1K | 0.27% | 35 |
|
|
2023
Q3 | $382K | Buy |
1,799
+291
| +19% | +$61.8K | 0.29% | 41 |
|
|
2023
Q2 | $332K | Sell |
1,508
-50
| -3% | -$11K | 0.3% | 33 |
|
|
2023
Q1 | $318K | Buy |
1,558
+146
| +10% | +$29.8K | 0.3% | 32 |
|
|
2022
Q4 | $270K | Hold |
1,412
| – | – | 0.24% | 33 |
|
|
2022
Q3 | $253K | Hold |
1,412
| – | – | 0.28% | 35 |
|
|
2022
Q2 | $266K | Buy |
1,412
+309
| +28% | +$58.2K | 0.29% | 31 |
|
|
2022
Q1 | $251K | Buy |
1,103
+23
| +2% | +$5.23K | 0.27% | 34 |
|
|
2021
Q4 | $261K | Buy |
+1,080
| New | +$261K | 0.26% | 34 |
|