Financial Perspectives’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 | $719K | Buy |
2,365
+29
| +1% | +$8.81K | 0.22% | 67 |
|
|
2025
Q1 | $642K | Buy |
2,336
+8
| +0.3% | +$2.2K | 0.22% | 63 |
|
|
2024
Q4 | $675K | Buy |
2,328
+2
| +0.1% | +$580 | 0.23% | 65 |
|
|
2024
Q3 | $659K | Sell |
2,326
-54
| -2% | -$15.3K | 0.23% | 62 |
|
|
2024
Q2 | $637K | Hold |
2,380
| – | – | 0.24% | 59 |
|
|
2024
Q1 | $619K | Buy |
2,380
+6
| +0.3% | +$1.56K | 0.23% | 61 |
|
|
2023
Q4 | $563K | Buy |
2,374
+10
| +0.4% | +$2.37K | 0.23% | 63 |
|
|
2023
Q3 | $502K | Buy |
2,364
+26
| +1% | +$5.52K | 0.23% | 64 |
|
|
2023
Q2 | $515K | Buy |
2,338
+360
| +18% | +$79.3K | 0.23% | 67 |
|
|
2023
Q1 | $404K | Buy |
1,978
+1
| +0.1% | +$204 | 0.19% | 73 |
|
|
2022
Q4 | $378K | Buy |
1,977
+2
| +0.1% | +$382 | 0.19% | 72 |
|
|
2022
Q3 | $354K | Buy |
1,975
+2
| +0.1% | +$359 | 0.2% | 75 |
|
|
2022
Q2 | $372K | Buy |
1,973
+1
| +0.1% | +$189 | 0.21% | 68 |
|
|
2022
Q1 | $449K | Sell |
1,972
-169
| -8% | -$38.5K | 0.21% | 69 |
|
|
2021
Q4 | $517K | Buy |
2,141
+2
| +0.1% | +$483 | 0.24% | 59 |
|
|
2021
Q3 | $475K | Buy |
2,139
+2
| +0.1% | +$444 | 0.24% | 66 |
|
|
2021
Q2 | $476K | Sell |
2,137
-478,298
| -100% | -$107M | 0.23% | 71 |
|
|
2021
Q1 | $2.32M | Buy |
480,435
+477,904
| +18,882% | +$2.31M | 0.12% | 134 |
|
|
2020
Q4 | $493K | Sell |
2,531
-40
| -2% | -$7.79K | 0.28% | 60 |
|
|
2020
Q3 | $438K | Sell |
2,571
-255
| -9% | -$43.4K | 0.29% | 52 |
|
|
2020
Q2 | $442K | Buy |
2,826
+9
| +0.3% | +$1.41K | 0.32% | 49 |
|
|
2020
Q1 | $363K | Buy |
2,817
+296
| +12% | +$38.2K | 0.29% | 45 |
|
|
2019
Q4 | $413K | Buy |
+2,521
| New | +$413K | 0.28% | 46 |
|