Financial Symmetry’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 | $2.67M | Sell |
8,785
-221
| -2% | -$67.2K | 1.38% | 14 |
|
|
2025
Q1 | $2.48M | Buy |
9,006
+4,633
| +106% | +$1.27M | 1.52% | 13 |
|
|
2024
Q4 | $1.27M | Buy |
4,373
+28
| +0.6% | +$8.12K | 0.86% | 18 |
|
|
2024
Q3 | $1.23M | Buy |
4,345
+47
| +1% | +$13.3K | 0.86% | 17 |
|
|
2024
Q2 | $1.15M | Buy |
4,298
+209
| +5% | +$55.9K | 0.89% | 17 |
|
|
2024
Q1 | $1.06M | Buy |
4,089
+48
| +1% | +$12.5K | 0.93% | 15 |
|
|
2023
Q4 | $959K | Buy |
+4,041
| New | +$959K | 0.94% | 15 |
|