Forza 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 | $4.31M | Buy |
14,192
+1,333
| +10% | +$405K | 1.77% | 12 |
|
|
2025
Q1 | $3.53M | Buy |
12,859
+921
| +8% | +$253K | 1.59% | 16 |
|
|
2024
Q4 | $3.46M | Buy |
11,938
+3,031
| +34% | +$878K | 1.58% | 16 |
|
|
2024
Q3 | $2.52M | Buy |
8,907
+4,136
| +87% | +$1.17M | 1.16% | 27 |
|
|
2024
Q2 | $1.28M | Buy |
4,771
+310
| +7% | +$82.9K | 0.66% | 42 |
|
|
2024
Q1 | $1.16M | Sell |
4,461
-500
| -10% | -$130K | 0.6% | 49 |
|
|
2023
Q4 | $1.18M | Sell |
4,961
-3,100
| -38% | -$735K | 0.65% | 45 |
|
|
2023
Q3 | $1.71M | Hold |
8,061
| – | – | 0.88% | 30 |
|
|
2023
Q2 | $1.78M | Hold |
8,061
| – | – | 0.89% | 26 |
|
|
2023
Q1 | $1.65M | Buy |
8,061
+3,102
| +63% | +$633K | 0.85% | 29 |
|
|
2022
Q4 | $948K | Buy |
+4,959
| New | +$948K | 0.63% | 49 |
|