Financial Gravity Asset 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
Q1 | $11.7K | Buy |
+42
| New | +$11.7K | ﹤0.01% | 571 |
|
|
2024
Q2 | $165K | Sell |
616
-691
| -53% | -$185K | 0.04% | 138 |
|
|
2024
Q1 | $325K | Buy |
1,307
+600
| +85% | +$149K | 0.04% | 144 |
|
|
2023
Q4 | $736K | Buy |
707
+665
| +1,583% | +$692K | 0.01% | 414 |
|
|
2023
Q3 | $578K | Buy |
+42
| New | +$578K | 0.01% | 430 |
|
|
2020
Q1 | – | Sell |
-705
| Closed | -$115K | – | 1389 |
|
|
2019
Q4 | $115K | Sell |
705
-384
| -35% | -$62.6K | 0.08% | 268 |
|
|
2019
Q3 | $164K | Buy |
1,089
+467
| +75% | +$70.3K | 0.14% | 140 |
|
|
2019
Q2 | $93K | Buy |
622
+175
| +39% | +$26.2K | 0.08% | 239 |
|
|
2019
Q1 | $65K | Buy |
+447
| New | +$65K | 0.05% | 259 |
|
|
2018
Q3 | $91K | Sell |
660
-55
| -8% | -$7.58K | 0.1% | 221 |
|
|
2018
Q2 | $104K | Sell |
715
-319
| -31% | -$46.4K | 0.1% | 212 |
|
|
2018
Q1 | $140K | Buy |
+1,034
| New | +$140K | 0.14% | 150 |
|