Fonville 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 | $2.8M | Buy |
9,184
+1,579
| +21% | +$481K | 0.71% | 36 |
|
|
2025
Q1 | $2.07M | Sell |
7,605
-343
| -4% | -$93.5K | 0.61% | 41 |
|
|
2024
Q4 | $2.3M | Sell |
7,948
-95
| -1% | -$27.5K | 0.76% | 37 |
|
|
2024
Q3 | $2.28M | Buy |
8,043
+576
| +8% | +$163K | 0.79% | 37 |
|
|
2024
Q2 | $2M | Buy |
7,467
+336
| +5% | +$90.1K | 0.79% | 37 |
|
|
2024
Q1 | $1.85M | Buy |
7,131
+1,097
| +18% | +$285K | 0.82% | 38 |
|
|
2023
Q4 | $1.43M | Buy |
+6,034
| New | +$1.43M | 0.76% | 41 |
|