Everpar Advisors’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 | $1.42M | Buy |
4,664
+413
| +10% | +$126K | 0.64% | 29 |
|
|
2025
Q1 | $1.17M | Hold |
4,251
| – | – | 0.62% | 34 |
|
|
2024
Q4 | $1.23M | Buy |
4,251
+50
| +1% | +$14.5K | 0.62% | 31 |
|
|
2024
Q3 | $1.19M | Buy |
4,201
+73
| +2% | +$20.7K | 0.62% | 32 |
|
|
2024
Q2 | $1.1M | Buy |
4,128
+881
| +27% | +$236K | 0.55% | 36 |
|
|
2024
Q1 | $844K | Sell |
3,247
-576
| -15% | -$150K | 0.51% | 44 |
|
|
2023
Q4 | $907K | Buy |
+3,823
| New | +$907K | 0.42% | 72 |
|