Dynasty 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 | $32.9M | Buy |
+108,269
| New | +$32.9M | 0.56% | 37 |
|
|
2025
Q1 | – | Sell |
-111,910
| Closed | -$32.4M | – | 267 |
|
|
2024
Q4 | $32.4M | Sell |
111,910
-1,677
| -1% | -$486K | 0.56% | 38 |
|
|
2024
Q3 | $32.2M | Buy |
113,587
+432
| +0.4% | +$122K | 0.97% | 22 |
|
|
2024
Q2 | $30.3M | Buy |
113,155
+6,430
| +6% | +$1.72M | 0.89% | 26 |
|
|
2024
Q1 | $27.7M | Buy |
+106,725
| New | +$27.7M | 0.88% | 25 |
|
|
2018
Q4 | $202K | Sell |
1,585
-147
| -8% | -$18.7K | 26.58% | 3 |
|
|
2018
Q3 | $259K | Buy |
+1,732
| New | +$259K | 0.33% | 89 |
|
|
2018
Q1 | – | Sell |
-1,520
| Closed | -$209K | – | 96 |
|
|
2017
Q4 | $209K | Buy |
+1,520
| New | +$209K | 0.36% | 88 |
|