Elwood & Goetz Wealth Advisory Group’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 | $16.3M | Sell |
53,650
-1,362
| -2% | -$414K | 3.52% | 8 |
|
|
2025
Q1 | $15.1M | Buy |
55,012
+1,134
| +2% | +$312K | 3.69% | 8 |
|
|
2024
Q4 | $15.6M | Sell |
53,878
-610
| -1% | -$177K | 3.81% | 8 |
|
|
2024
Q3 | $15.4M | Sell |
54,488
-737
| -1% | -$209K | 3.82% | 8 |
|
|
2024
Q2 | $14.8M | Sell |
55,225
-3,517
| -6% | -$941K | 4.19% | 8 |
|
|
2024
Q1 | $15.3M | Sell |
58,742
-345
| -0.6% | -$89.7K | 3.71% | 9 |
|
|
2023
Q4 | $14M | Sell |
59,087
-1,474
| -2% | -$350K | 2.96% | 11 |
|
|
2023
Q3 | $12.9M | Buy |
60,561
+6,370
| +12% | +$1.35M | 2.98% | 11 |
|
|
2023
Q2 | $11.9M | Sell |
54,191
-577
| -1% | -$127K | 2.72% | 12 |
|
|
2023
Q1 | $11.2M | Sell |
54,768
-918
| -2% | -$187K | 2.67% | 12 |
|
|
2022
Q4 | $10.6M | Buy |
55,686
+220
| +0.4% | +$42.1K | 3.24% | 10 |
|
|
2022
Q3 | $9.95M | Buy |
55,466
+288
| +0.5% | +$51.7K | 3.36% | 10 |
|
|
2022
Q2 | $10.4M | Sell |
55,178
-2,276
| -4% | -$429K | 3.48% | 9 |
|
|
2022
Q1 | $13.1M | Sell |
57,454
-1,830
| -3% | -$417K | 4.06% | 9 |
|
|
2021
Q4 | $14.3M | Sell |
59,284
-7
| -0% | -$1.69K | 4.46% | 9 |
|
|
2021
Q3 | $13.2M | Sell |
59,291
-3,963
| -6% | -$880K | 4.54% | 9 |
|
|
2021
Q2 | $14.1M | Sell |
63,254
-2,908
| -4% | -$648K | 5.3% | 8 |
|
|
2021
Q1 | $13.7M | Sell |
66,162
-1,196
| -2% | -$247K | 5.67% | 8 |
|
|
2020
Q4 | $13.1M | Sell |
67,358
-1,834
| -3% | -$357K | 5.99% | 8 |
|
|
2020
Q3 | $11.8M | Sell |
69,192
-14,124
| -17% | -$2.41M | 6.35% | 8 |
|
|
2020
Q2 | $13M | Sell |
83,316
-1,347
| -2% | -$211K | 7.96% | 7 |
|
|
2020
Q1 | $10.9M | Buy |
84,663
+6,146
| +8% | +$792K | 8.15% | 7 |
|
|
2019
Q4 | $12.8M | Buy |
78,517
+5,501
| +8% | +$900K | 9.22% | 6 |
|
|
2019
Q3 | $11M | Sell |
73,016
-1,036
| -1% | -$156K | 8.72% | 6 |
|
|
2019
Q2 | $11.1M | Sell |
74,052
-3,812
| -5% | -$572K | 9.53% | 6 |
|
|
2019
Q1 | $11.3M | Sell |
77,864
-1,478
| -2% | -$214K | 10.36% | 5 |
|
|
2018
Q4 | $10.1M | Buy |
+79,342
| New | +$10.1M | 10.72% | 5 |
|