FSA 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 | $1.65M | Buy |
5,425
+306
| +6% | +$93K | 0.64% | 14 |
|
2025
Q1 | $1.41M | Buy |
5,119
+317
| +7% | +$87.1K | 0.6% | 15 |
|
2024
Q4 | $1.39M | Buy |
4,802
+6
| +0.1% | +$1.74K | 0.56% | 16 |
|
2024
Q3 | $1.36M | Buy |
+4,796
| New | +$1.36M | 0.54% | 16 |
|
2024
Q1 | $1.2M | Buy |
4,625
+680
| +17% | +$177K | 0.52% | 18 |
|
2023
Q4 | $936K | Sell |
3,945
-266
| -6% | -$63.1K | 0.44% | 19 |
|
2023
Q3 | $894K | Buy |
4,211
+516
| +14% | +$110K | 0.5% | 19 |
|
2023
Q2 | $814K | Sell |
3,695
-60
| -2% | -$13.2K | 0.44% | 18 |
|
2023
Q1 | $766K | Sell |
3,755
-237
| -6% | -$48.4K | 0.44% | 19 |
|
2022
Q4 | $763K | Sell |
3,992
-71
| -2% | -$13.6K | 0.44% | 21 |
|
2022
Q3 | $729K | Buy |
+4,063
| New | +$729K | 0.51% | 20 |
|
2022
Q2 | – | Sell |
-4,236
| Closed | -$1.02M | – | 51 |
|
2022
Q1 | $1.02M | Hold |
4,236
| – | – | 0.6% | 20 |
|
2021
Q4 | $1.02M | Sell |
4,236
-23
| -0.5% | -$5.56K | 0.6% | 20 |
|
2021
Q3 | $946K | Buy |
4,259
+319
| +8% | +$70.9K | 0.59% | 20 |
|
2021
Q2 | $878K | Sell |
3,940
-135
| -3% | -$30.1K | 0.55% | 20 |
|
2021
Q1 | $842K | Buy |
4,075
+35
| +0.9% | +$7.23K | 0.56% | 20 |
|
2020
Q4 | $786K | Sell |
4,040
-444
| -10% | -$86.4K | 0.39% | 22 |
|
2020
Q3 | $764K | Sell |
4,484
-253
| -5% | -$43.1K | 0.49% | 21 |
|
2020
Q2 | $742K | Buy |
4,737
+311
| +7% | +$48.7K | 0.5% | 21 |
|
2020
Q1 | $571K | Buy |
4,426
+3,031
| +217% | +$391K | 0.48% | 24 |
|
2019
Q4 | $228K | Buy |
+1,395
| New | +$228K | 0.16% | 48 |
|