GoalVest Advisory’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 | $12.6M | Sell |
41,491
-1,637
| -4% | -$498K | 3.12% | 4 |
|
|
2025
Q1 | $11.9M | Sell |
43,128
-3,405
| -7% | -$936K | 3.26% | 4 |
|
|
2024
Q4 | $13.5M | Sell |
46,533
-2,057
| -4% | -$596K | 3.7% | 4 |
|
|
2024
Q3 | $13.8M | Sell |
48,590
-4,041
| -8% | -$1.14M | 3.96% | 3 |
|
|
2024
Q2 | $14.1M | Sell |
52,631
-2,467
| -4% | -$660K | 4.5% | 3 |
|
|
2024
Q1 | $14.3M | Sell |
55,098
-722
| -1% | -$188K | 4.78% | 3 |
|
|
2023
Q4 | $13.2M | Sell |
55,820
-988
| -2% | -$234K | 5.82% | 3 |
|
|
2023
Q3 | $12.1M | Sell |
56,808
-561
| -1% | -$119K | 6.05% | 3 |
|
|
2023
Q2 | $12.6M | Buy |
57,369
+198
| +0.3% | +$43.6K | 6.52% | 2 |
|
|
2023
Q1 | $11.7M | Sell |
57,171
-5,655
| -9% | -$1.15M | 6.84% | 2 |
|
|
2022
Q4 | $12M | Buy |
62,826
+61,716
| +5,560% | +$11.8M | 7.75% | 2 |
|
|
2022
Q3 | $199K | Buy |
1,110
+319
| +40% | +$57.2K | 0.14% | 75 |
|
|
2022
Q2 | $151K | Buy |
791
+275
| +53% | +$52.5K | 0.1% | 118 |
|
|
2022
Q1 | $117K | Buy |
+516
| New | +$117K | 0.07% | 122 |
|
|
2021
Q2 | $97K | Buy |
435
+401
| +1,179% | +$89.4K | 0.06% | 131 |
|
|
2021
Q1 | $7K | Hold |
34
| – | – | 0.01% | 167 |
|
|
2020
Q4 | $7K | Buy |
+34
| New | +$7K | 0.01% | 177 |
|