ERn Financial LLC’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 | $576K | Sell |
1,894
-153
| -7% | -$46.5K | 0.12% | 91 |
|
|
2025
Q1 | $563K | Sell |
2,047
-44
| -2% | -$12.1K | 0.09% | 131 |
|
|
2024
Q4 | $606K | Buy |
2,091
+59
| +3% | +$17.1K | 0.09% | 131 |
|
|
2024
Q3 | $575K | Sell |
2,032
-5
| -0.2% | -$1.42K | 0.09% | 134 |
|
|
2024
Q2 | $545K | Hold |
2,037
| – | – | 0.09% | 132 |
|
|
2024
Q1 | $529K | Hold |
2,037
| – | – | 0.09% | 133 |
|
|
2023
Q4 | $482K | Sell |
2,037
-258
| -11% | -$61.1K | 0.09% | 132 |
|
|
2023
Q3 | $488K | Buy |
2,295
+326
| +17% | +$69.3K | 0.11% | 122 |
|
|
2023
Q2 | $434K | Hold |
1,969
| – | – | 0.09% | 131 |
|
|
2023
Q1 | $402K | Buy |
1,969
+19
| +1% | +$3.88K | 0.09% | 133 |
|
|
2022
Q4 | $373K | Buy |
1,950
+29
| +2% | +$5.54K | 0.09% | 136 |
|
|
2022
Q3 | $345K | Sell |
1,921
-4
| -0.2% | -$718 | 0.09% | 133 |
|
|
2022
Q2 | $363K | Sell |
1,925
-57
| -3% | -$10.7K | 0.09% | 131 |
|
|
2022
Q1 | $451K | Buy |
1,982
+2
| +0.1% | +$455 | 0.1% | 115 |
|
|
2021
Q4 | $478K | Buy |
1,980
+18
| +0.9% | +$4.35K | 0.11% | 102 |
|
|
2021
Q3 | $436K | Sell |
1,962
-159
| -7% | -$35.3K | 0.11% | 93 |
|
|
2021
Q2 | $473K | Buy |
2,121
+176
| +9% | +$39.2K | 0.17% | 65 |
|
|
2021
Q1 | $402K | Sell |
1,945
-1,748
| -47% | -$361K | 0.16% | 65 |
|
|
2020
Q4 | $719K | Buy |
3,693
+1,775
| +93% | +$346K | 0.3% | 50 |
|
|
2020
Q3 | $327K | Hold |
1,918
| – | – | 0.15% | 61 |
|
|
2020
Q2 | $300K | Buy |
1,918
+296
| +18% | +$46.3K | 0.15% | 60 |
|
|
2020
Q1 | $209K | Hold |
1,622
| – | – | 0.14% | 60 |
|
|
2019
Q4 | $265K | Buy |
+1,622
| New | +$265K | 0.15% | 55 |
|