Elevate Wealth Advisory’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 | $370K | Buy |
1,215
+6
| +0.5% | +$1.83K | 0.26% | 54 |
|
|
2025
Q1 | $332K | Hold |
1,209
| – | – | 0.24% | 57 |
|
|
2024
Q4 | $350K | Hold |
1,209
| – | – | 0.26% | 50 |
|
|
2024
Q3 | $343K | Hold |
1,209
| – | – | 0.25% | 50 |
|
|
2024
Q2 | $324K | Sell |
1,209
-7
| -0.6% | -$1.88K | 0.26% | 48 |
|
|
2024
Q1 | $316K | Buy |
1,216
+59
| +5% | +$15.3K | 0.28% | 44 |
|
|
2023
Q4 | $274K | Buy |
+1,157
| New | +$274K | 0.25% | 47 |
|