Financial & Tax Architects’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 | $18.4M | Buy |
60,676
+52,475
| +640% | +$15.9M | 4.48% | 5 |
|
2025
Q1 | $2.25M | Buy |
8,201
+482
| +6% | +$132K | 0.57% | 46 |
|
2024
Q4 | $2.24M | Sell |
7,719
-42,058
| -84% | -$12.2M | 0.57% | 45 |
|
2024
Q3 | $14.1M | Sell |
49,777
-10,359
| -17% | -$2.93M | 3.62% | 8 |
|
2024
Q2 | $16.1M | Buy |
60,136
+58,362
| +3,290% | +$15.6M | 4.31% | 7 |
|
2024
Q1 | $461K | Sell |
1,774
-266
| -13% | -$69.1K | 0.13% | 70 |
|
2023
Q4 | $484K | Sell |
2,040
-42,450
| -95% | -$10.1M | 0.14% | 68 |
|
2023
Q3 | $9.45M | Buy |
44,490
+8,498
| +24% | +$1.81M | 2.94% | 9 |
|
2023
Q2 | $7.93M | Sell |
35,992
-3,949
| -10% | -$870K | 2.45% | 9 |
|
2023
Q1 | $8.15M | Buy |
+39,941
| New | +$8.15M | 2.68% | 7 |
|
2022
Q4 | – | Sell |
-37,075
| Closed | -$6.65M | – | 94 |
|
2022
Q3 | $6.65M | Sell |
37,075
-2,732
| -7% | -$490K | 2.49% | 9 |
|
2022
Q2 | $7.51M | Sell |
39,807
-5,463
| -12% | -$1.03M | 2.84% | 9 |
|
2022
Q1 | $10.3M | Sell |
45,270
-2,503
| -5% | -$570K | 3.89% | 3 |
|
2021
Q4 | $11.5M | Sell |
47,773
-2,558
| -5% | -$618K | 4.71% | 1 |
|
2021
Q3 | $11.2M | Sell |
50,331
-3,356
| -6% | -$745K | 5.09% | 2 |
|
2021
Q2 | $12M | Buy |
53,687
+2,338
| +5% | +$521K | 5.86% | 1 |
|
2021
Q1 | $10.6M | Buy |
+51,349
| New | +$10.6M | 5.95% | 1 |
|