Echo 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 | $1.81M | Sell |
5,964
-200
| -3% | -$60.8K | 1.11% | 19 |
|
|
2025
Q1 | $1.69M | Hold |
6,164
| – | – | 1.14% | 21 |
|
|
2024
Q4 | $1.79M | Hold |
6,164
| – | – | 1.23% | 20 |
|
|
2024
Q3 | $1.75M | Hold |
6,164
| – | – | 1.23% | 20 |
|
|
2024
Q2 | $1.65M | Buy |
6,164
+2
| +0% | +$535 | 1.24% | 21 |
|
|
2024
Q1 | $1.6M | Hold |
6,162
| – | – | 1.33% | 22 |
|
|
2023
Q4 | $1.46M | Hold |
6,162
| – | – | 1.36% | 23 |
|
|
2023
Q3 | $1.31M | Hold |
6,162
| – | – | 1.41% | 19 |
|
|
2023
Q2 | $1.39M | Hold |
6,162
| – | – | 1.5% | 18 |
|
|
2023
Q1 | $1.26M | Hold |
6,162
| – | – | 1.39% | 18 |
|
|
2022
Q4 | $1.23M | Hold |
6,162
| – | – | 1.31% | 21 |
|
|
2022
Q3 | $1.17M | Sell |
6,162
-170
| -3% | -$32.2K | 1.54% | 20 |
|
|
2022
Q2 | $1.23M | Sell |
6,332
-37
| -0.6% | -$7.21K | 1.65% | 16 |
|
|
2022
Q1 | $1.4M | Hold |
6,369
| – | – | 1.65% | 19 |
|
|
2021
Q4 | $1.5M | Buy |
6,369
+44
| +0.7% | +$10.4K | 1.71% | 19 |
|
|
2021
Q3 | $1.43M | Sell |
6,325
-274
| -4% | -$62K | 1.7% | 17 |
|
|
2021
Q2 | $1.47M | Hold |
6,599
| – | – | 1.88% | 18 |
|
|
2021
Q1 | $1.36M | Sell |
6,599
-103
| -2% | -$21.3K | 1.72% | 18 |
|
|
2020
Q4 | $1.3M | Buy |
+6,702
| New | +$1.3M | 1.71% | 15 |
|