Godshalk Welsh Capital 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 | $306K | Hold |
1,006
| – | – | 0.19% | 105 |
|
|
2025
Q1 | $276K | Sell |
1,006
-110
| -10% | -$30.2K | 0.18% | 108 |
|
|
2024
Q4 | $323K | Buy |
1,116
+1
| +0.1% | +$290 | 0.21% | 99 |
|
|
2024
Q3 | $316K | Hold |
1,115
| – | – | 0.2% | 102 |
|
|
2024
Q2 | $298K | Hold |
1,115
| – | – | 0.2% | 101 |
|
|
2024
Q1 | $290K | Hold |
1,115
| – | – | 0.19% | 103 |
|
|
2023
Q4 | $265K | Hold |
1,115
| – | – | 0.19% | 108 |
|
|
2023
Q3 | $237K | Hold |
1,115
| – | – | 0.18% | 108 |
|
|
2023
Q2 | $246K | Hold |
1,115
| – | – | 0.17% | 110 |
|
|
2023
Q1 | $228K | Hold |
1,115
| – | – | 0.16% | 113 |
|
|
2022
Q4 | $213K | Sell |
1,115
-100
| -8% | -$19.1K | 0.16% | 112 |
|
|
2022
Q3 | $218K | Buy |
1,215
+100
| +9% | +$17.9K | 0.16% | 114 |
|
|
2022
Q2 | $210K | Hold |
1,115
| – | – | 0.15% | 115 |
|
|
2022
Q1 | $254K | Hold |
1,115
| – | – | 0.16% | 111 |
|
|
2021
Q4 | $269K | Hold |
1,115
| – | – | 0.15% | 109 |
|
|
2021
Q3 | $248K | Hold |
1,115
| – | – | 0.15% | 109 |
|
|
2021
Q2 | $251K | Hold |
1,115
| – | – | 0.16% | 109 |
|
|
2021
Q1 | $230K | Hold |
1,115
| – | – | 0.16% | 110 |
|
|
2020
Q4 | $217K | Buy |
+1,115
| New | +$217K | 0.16% | 109 |
|
|
2018
Q1 | – | Sell |
-1,515
| Closed | -$208K | – | 116 |
|
|
2017
Q4 | $208K | Buy |
+1,515
| New | +$208K | 0.21% | 118 |
|
|
2017
Q2 | – | Sell |
-1,665
| Closed | -$202K | – | 130 |
|
|
2017
Q1 | $202K | Buy |
+1,665
| New | +$202K | 0.2% | 130 |
|
|
2016
Q2 | – | Sell |
-2,565
| Closed | -$269K | – | 133 |
|
|
2016
Q1 | $269K | Sell |
2,565
-557
| -18% | -$58.4K | 0.28% | 113 |
|
|
2015
Q4 | $326K | Sell |
3,122
-106
| -3% | -$11.1K | 0.34% | 102 |
|
|
2015
Q3 | $319K | Hold |
3,228
| – | – | 0.35% | 104 |
|
|
2015
Q2 | $345K | Sell |
3,228
-180
| -5% | -$19.2K | 0.35% | 101 |
|
|
2015
Q1 | $365K | Hold |
3,408
| – | – | 0.37% | 95 |
|
|
2014
Q4 | $361K | Buy |
+3,408
| New | +$361K | 0.33% | 102 |
|