Financial Alternatives’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 | $9.96M | Buy |
32,755
+295
| +0.9% | +$89.7K | 6.48% | 4 |
|
|
2025
Q1 | $8.92M | Buy |
32,460
+1,214
| +4% | +$334K | 6.36% | 4 |
|
|
2024
Q4 | $9.06M | Buy |
31,246
+1,564
| +5% | +$453K | 6.39% | 4 |
|
|
2024
Q3 | $8.4M | Sell |
29,682
-749
| -2% | -$212K | 5.91% | 4 |
|
|
2024
Q2 | $8.14M | Sell |
30,431
-616
| -2% | -$165K | 6.12% | 4 |
|
|
2024
Q1 | $8.07M | Buy |
31,047
+3,733
| +14% | +$970K | 6.24% | 4 |
|
|
2023
Q4 | $6.48M | Buy |
27,314
+572
| +2% | +$136K | 5.47% | 4 |
|
|
2023
Q3 | $5.68M | Buy |
26,742
+140
| +0.5% | +$29.7K | 5.26% | 4 |
|
|
2023
Q2 | $5.86M | Sell |
26,602
-738
| -3% | -$163K | 5.3% | 4 |
|
|
2023
Q1 | $5.58M | Buy |
27,340
+64
| +0.2% | +$13.1K | 5.35% | 4 |
|
|
2022
Q4 | $5.21M | Buy |
+27,276
| New | +$5.21M | 5.18% | 4 |
|