FSB Premier 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 | $313K | Sell |
1,031
-55
| -5% | -$16.7K | 0.11% | 167 |
|
|
2025
Q1 | $298K | Buy |
1,086
+56
| +5% | +$15.4K | 0.12% | 167 |
|
|
2024
Q4 | $299K | Hold |
1,030
| – | – | 0.12% | 169 |
|
|
2024
Q3 | $292K | Hold |
1,030
| – | – | 0.12% | 170 |
|
|
2024
Q2 | $276K | Hold |
1,030
| – | – | 0.12% | 152 |
|
|
2024
Q1 | $268K | Hold |
1,030
| – | – | 0.12% | 151 |
|
|
2023
Q4 | $244K | Sell |
1,030
-19
| -2% | -$4.51K | 0.12% | 149 |
|
|
2023
Q3 | $223K | Buy |
1,049
+2
| +0.2% | +$425 | 0.12% | 145 |
|
|
2023
Q2 | $231K | Buy |
1,047
+1
| +0.1% | +$220 | 0.13% | 139 |
|
|
2023
Q1 | $214K | Buy |
+1,046
| New | +$214K | 0.12% | 137 |
|
|
2022
Q2 | – | Sell |
-1,030
| Closed | -$221K | – | 136 |
|
|
2022
Q1 | $221K | Sell |
1,030
-318
| -24% | -$68.2K | 0.11% | 124 |
|
|
2021
Q4 | $325K | Buy |
1,348
+54
| +4% | +$13K | 0.14% | 107 |
|
|
2021
Q3 | $287K | Buy |
1,294
+30
| +2% | +$6.65K | 0.14% | 93 |
|
|
2021
Q2 | $281K | Hold |
1,264
| – | – | 0.14% | 85 |
|
|
2021
Q1 | $261K | Sell |
1,264
-193
| -13% | -$39.9K | 0.14% | 86 |
|
|
2020
Q4 | $283K | Buy |
+1,457
| New | +$283K | 0.15% | 85 |
|