GDS 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 | $1.52M | Buy |
5,013
+1,468
| +41% | +$446K | 0.11% | 86 |
|
|
2025
Q1 | $974K | Sell |
3,545
-544
| -13% | -$150K | 0.08% | 89 |
|
|
2024
Q4 | $1.19M | Buy |
4,089
+289
| +8% | +$83.8K | 0.11% | 89 |
|
|
2024
Q3 | $1.08M | Buy |
3,800
+373
| +11% | +$106K | 0.1% | 70 |
|
|
2024
Q2 | $917K | Sell |
3,427
-170
| -5% | -$45.5K | 0.1% | 64 |
|
|
2024
Q1 | $935K | Buy |
+3,597
| New | +$935K | 0.11% | 61 |
|