Forum Financial 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 | $6.48M | Buy |
21,312
+759
| +4% | +$231K | 0.1% | 46 |
|
|
2025
Q1 | $5.65M | Sell |
20,553
-726
| -3% | -$200K | 0.09% | 47 |
|
|
2024
Q4 | $6.17M | Buy |
21,279
+1,885
| +10% | +$546K | 0.1% | 47 |
|
|
2024
Q3 | $5.49M | Buy |
19,394
+1,519
| +8% | +$430K | 0.09% | 46 |
|
|
2024
Q2 | $4.78M | Sell |
17,875
-1,269
| -7% | -$339K | 0.09% | 47 |
|
|
2024
Q1 | $4.98M | Sell |
19,144
-606
| -3% | -$157K | 0.09% | 53 |
|
|
2023
Q4 | $4.69M | Buy |
19,750
+1,495
| +8% | +$355K | 0.09% | 48 |
|
|
2023
Q3 | $3.88M | Buy |
18,255
+1,098
| +6% | +$233K | 0.09% | 48 |
|
|
2023
Q2 | $3.78M | Buy |
17,157
+4,266
| +33% | +$940K | 0.08% | 47 |
|
|
2023
Q1 | $2.63M | Sell |
12,891
-686
| -5% | -$140K | 0.08% | 62 |
|
|
2022
Q4 | $2.6M | Buy |
13,577
+960
| +8% | +$184K | 0.09% | 58 |
|
|
2022
Q3 | $2.26M | Sell |
12,617
-1,284
| -9% | -$230K | 0.11% | 56 |
|
|
2022
Q2 | $2.62M | Buy |
13,901
+2,999
| +28% | +$566K | 0.13% | 48 |
|
|
2022
Q1 | $2.48M | Buy |
10,902
+237
| +2% | +$54K | 0.12% | 48 |
|
|
2021
Q4 | $2.58M | Buy |
+10,665
| New | +$2.58M | 0.13% | 51 |
|