Evergreen Private Wealth’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 | $166K | Sell |
545
-219
| -29% | -$66.6K | 0.07% | 74 |
|
|
2025
Q1 | $210K | Buy |
764
+192
| +34% | +$52.8K | 0.1% | 67 |
|
|
2024
Q4 | $166K | Hold |
572
| – | – | 0.08% | 73 |
|
|
2024
Q3 | $162K | Sell |
572
-22
| -4% | -$6.23K | 0.08% | 80 |
|
|
2024
Q2 | $159K | Hold |
594
| – | – | 0.08% | 74 |
|
|
2024
Q1 | $154K | Sell |
594
-150
| -20% | -$39K | 0.08% | 82 |
|
|
2023
Q4 | $177K | Buy |
+744
| New | +$177K | 0.1% | 70 |
|