Golden State Equity Partners’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 | $796K | Buy |
2,620
+286
| +12% | +$86.9K | 0.15% | 167 |
|
|
2025
Q1 | $642K | Buy |
2,334
+296
| +15% | +$81.4K | 0.13% | 197 |
|
|
2024
Q4 | $591K | Buy |
2,038
+1,582
| +347% | +$459K | 0.11% | 202 |
|
|
2024
Q3 | $129K | Buy |
+456
| New | +$129K | 0.07% | 245 |
|
|
2021
Q4 | – | Sell |
-2,852
| Closed | -$633K | – | 260 |
|
|
2021
Q3 | $633K | Sell |
2,852
-10
| -0.3% | -$2.22K | 0.26% | 97 |
|
|
2021
Q2 | $638K | Buy |
+2,862
| New | +$638K | 0.25% | 102 |
|