Evergreen 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 | $11.4M | Sell |
37,566
-3,627
| -9% | -$1.1M | 6.4% | 2 |
|
|
2025
Q1 | $11.3M | Buy |
41,193
+5,434
| +15% | +$1.49M | 6.76% | 2 |
|
|
2024
Q4 | $10.4M | Buy |
35,759
+5,981
| +20% | +$1.73M | 6.12% | 2 |
|
|
2024
Q3 | $8.43M | Buy |
29,778
+4,573
| +18% | +$1.29M | 5.07% | 3 |
|
|
2024
Q2 | $6.74M | Buy |
25,205
+3
| +0% | +$803 | 4.47% | 4 |
|
|
2024
Q1 | $6.55M | Hold |
25,202
| – | – | 4.43% | 4 |
|
|
2023
Q4 | $5.98M | Buy |
25,202
+1,390
| +6% | +$330K | 4.4% | 4 |
|
|
2023
Q3 | $5.06M | Sell |
23,812
-1,867
| -7% | -$397K | 4% | 5 |
|
|
2023
Q2 | $5.66M | Buy |
25,679
+6,088
| +31% | +$1.34M | 4.43% | 5 |
|
|
2023
Q1 | $4M | Buy |
19,591
+3,011
| +18% | +$615K | 3.55% | 6 |
|
|
2022
Q4 | $3.17M | Buy |
+16,580
| New | +$3.17M | 2.92% | 9 |
|