Financial 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
2024
Q2
Sell
-1,427
Closed -$371K 78
2024
Q1
$371K Buy
1,427
+5
+0.4% +$1.3K 0.08% 53
2023
Q4
$337K Buy
1,422
+6
+0.4% +$1.42K 0.08% 51
2023
Q3
$301K Buy
1,416
+5
+0.4% +$1.06K 0.07% 56
2023
Q2
$311K Buy
1,411
+5
+0.4% +$1.1K 0.07% 56
2023
Q1
$287K Buy
1,406
+6
+0.4% +$1.22K 0.07% 57
2022
Q4
$268K Buy
1,400
+6
+0.4% +$1.15K 0.07% 57
2022
Q3
$250K Sell
1,394
-111
-7% -$19.9K 0.09% 60
2022
Q2
$284K Buy
+1,505
New +$284K 0.1% 57