Fingerlakes 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
Q2 | $4.49M | Sell |
14,786
-163
| -1% | -$49.5K | 3.35% | 8 |
|
|
2025
Q1 | $4.11M | Sell |
14,949
-108
| -0.7% | -$29.7K | 3.49% | 7 |
|
|
2024
Q4 | $4.36M | Sell |
15,057
-164
| -1% | -$47.5K | 3.52% | 5 |
|
|
2024
Q3 | $4.31M | Buy |
15,221
+17
| +0.1% | +$4.81K | 3.58% | 5 |
|
|
2024
Q2 | $4.07M | Sell |
15,204
-149
| -1% | -$39.9K | 3.65% | 5 |
|
|
2024
Q1 | $3.99M | Buy |
15,353
+166
| +1% | +$43.1K | 3.85% | 5 |
|
|
2023
Q4 | $3.6M | Buy |
15,187
+61
| +0.4% | +$14.5K | 3.87% | 5 |
|
|
2023
Q3 | $3.21M | Buy |
15,126
+103
| +0.7% | +$21.9K | 3.93% | 5 |
|
|
2023
Q2 | $3.31M | Buy |
15,023
+105
| +0.7% | +$23.1K | 3.79% | 5 |
|
|
2023
Q1 | $3.04M | Buy |
14,918
+57
| +0.4% | +$11.6K | 3.79% | 5 |
|
|
2022
Q4 | $2.84M | Sell |
14,861
-22
| -0.1% | -$4.21K | 3.91% | 4 |
|
|
2022
Q3 | $2.67M | Buy |
14,883
+202
| +1% | +$36.3K | 3.9% | 4 |
|
|
2022
Q2 | $2.77M | Buy |
14,681
+245
| +2% | +$46.2K | 3.79% | 4 |
|
|
2022
Q1 | $3.29M | Sell |
14,436
-51
| -0.4% | -$11.6K | 3.84% | 4 |
|
|
2021
Q4 | $3.49M | Buy |
+14,487
| New | +$3.49M | 3.93% | 4 |
|