Financial Synergies Wealth Advisors’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 | $999K | Sell |
3,285
-147
| -4% | -$44.7K | 0.11% | 50 |
|
|
2025
Q1 | $943K | Buy |
3,432
+1,509
| +78% | +$415K | 0.11% | 43 |
|
|
2024
Q4 | $557K | Sell |
1,923
-143
| -7% | -$41.4K | 0.07% | 50 |
|
|
2024
Q3 | $585K | Sell |
2,066
-220
| -10% | -$62.3K | 0.07% | 52 |
|
|
2024
Q2 | $612K | Buy |
2,286
+1
| +0% | +$268 | 0.08% | 47 |
|
|
2024
Q1 | $594K | Sell |
2,285
-336
| -13% | -$87.3K | 0.08% | 50 |
|
|
2023
Q4 | $501K | Buy |
2,621
+266
| +11% | +$50.9K | 0.08% | 50 |
|
|
2023
Q3 | $500K | Sell |
2,355
-176
| -7% | -$37.4K | 0.07% | 49 |
|
|
2023
Q2 | $558K | Sell |
2,531
-1
| -0% | -$220 | 0.08% | 48 |
|
|
2023
Q1 | $517K | Sell |
2,532
-89
| -3% | -$18.2K | 0.08% | 51 |
|
|
2022
Q4 | $501K | Sell |
2,621
-824
| -24% | -$158K | 0.08% | 50 |
|
|
2022
Q3 | $618K | Buy |
3,445
+1,092
| +46% | +$196K | 0.11% | 46 |
|
|
2022
Q2 | $444K | Buy |
2,353
+34
| +1% | +$6.41K | 0.07% | 52 |
|
|
2022
Q1 | $528K | Buy |
2,319
+290
| +14% | +$66K | 0.08% | 44 |
|
|
2021
Q4 | $490K | Buy |
2,029
+52
| +3% | +$12.6K | 0.07% | 49 |
|
|
2021
Q3 | $439K | Buy |
1,977
+4
| +0.2% | +$888 | 0.06% | 47 |
|
|
2021
Q2 | $440K | Sell |
1,973
-35
| -2% | -$7.8K | 0.06% | 47 |
|
|
2021
Q1 | $415K | Sell |
2,008
-259
| -11% | -$53.5K | 0.06% | 45 |
|
|
2020
Q4 | $441K | Buy |
2,267
+294
| +15% | +$57.2K | 0.07% | 42 |
|
|
2020
Q3 | $336K | Sell |
1,973
-712
| -27% | -$121K | 0.09% | 51 |
|
|
2020
Q2 | $420K | Buy |
2,685
+892
| +50% | +$140K | 0.14% | 37 |
|
|
2020
Q1 | $231K | Buy |
+1,793
| New | +$231K | 0.13% | 34 |
|