Garden State Investment Advisory Services’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 | $663K | Sell |
2,173
-54
| -2% | -$16.5K | 0.17% | 114 |
|
2025
Q1 | $612K | Buy |
2,227
+856
| +62% | +$235K | 0.2% | 104 |
|
2024
Q4 | $398K | Hold |
1,371
| – | – | 0.12% | 143 |
|
2024
Q3 | $390K | Hold |
1,371
| – | – | 0.13% | 142 |
|
2024
Q2 | $368K | Hold |
1,371
| – | – | 0.13% | 142 |
|
2024
Q1 | $357K | Sell |
1,371
-101
| -7% | -$26.3K | 0.13% | 143 |
|
2023
Q4 | $349K | Buy |
+1,472
| New | +$349K | 0.14% | 136 |
|
2023
Q3 | – | Sell |
-1,471
| Closed | -$324K | – | 219 |
|
2023
Q2 | $324K | Buy |
1,471
+64
| +5% | +$14.1K | 0.13% | 133 |
|
2023
Q1 | $287K | Sell |
1,407
-462
| -25% | -$94.4K | 0.12% | 143 |
|
2022
Q4 | $358K | Buy |
+1,869
| New | +$358K | 0.21% | 109 |
|