Financial Network 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
Q1 | $229K | Sell |
836
-2
| -0.2% | -$548 | 0.08% | 105 |
|
|
2024
Q4 | $242K | Hold |
838
| – | – | 0.09% | 100 |
|
|
2024
Q3 | $238K | Sell |
838
-3
| -0.4% | -$852 | 0.09% | 105 |
|
|
2024
Q2 | $225K | Buy |
+841
| New | +$225K | 0.09% | 100 |
|
|
2024
Q1 | – | Sell |
-940
| Closed | -$222K | – | 103 |
|
|
2023
Q4 | $222K | Sell |
940
-497
| -35% | -$117K | 0.1% | 99 |
|
|
2023
Q3 | $304K | Buy |
1,437
+456
| +46% | +$96.5K | 0.15% | 73 |
|
|
2023
Q2 | $223K | Buy |
+981
| New | +$223K | 0.1% | 92 |
|
|
2023
Q1 | – | Sell |
-1,180
| Closed | -$226K | – | 105 |
|
|
2022
Q4 | $226K | Sell |
1,180
-1,186
| -50% | -$227K | 0.12% | 90 |
|
|
2022
Q3 | $425K | Sell |
2,366
-2,447
| -51% | -$440K | 0.27% | 48 |
|
|
2022
Q2 | $908K | Buy |
4,813
+841
| +21% | +$159K | 0.54% | 32 |
|
|
2022
Q1 | $904K | Buy |
3,972
+751
| +23% | +$171K | 0.47% | 32 |
|
|
2021
Q4 | $778K | Sell |
3,221
-44
| -1% | -$10.6K | 0.39% | 34 |
|
|
2021
Q3 | $725K | Sell |
3,265
-413
| -11% | -$91.7K | 0.41% | 32 |
|
|
2021
Q2 | $820K | Buy |
3,678
+2,075
| +129% | +$463K | 0.48% | 30 |
|
|
2021
Q1 | $331K | Buy |
1,603
+237
| +17% | +$48.9K | 0.22% | 68 |
|
|
2020
Q4 | $266K | Buy |
+1,366
| New | +$266K | 0.21% | 74 |
|