Golden State 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 | $1.32M | Sell |
4,338
-2,837
| -40% | -$862K | 0.16% | 111 |
|
|
2025
Q1 | $1.97M | Buy |
7,175
+2,656
| +59% | +$730K | 0.29% | 70 |
|
|
2024
Q4 | $1.31M | Buy |
+4,519
| New | +$1.31M | 0.2% | 93 |
|
|
2022
Q1 | $1.46M | Buy |
6,401
+30
| +0.5% | +$6.83K | 0.29% | 69 |
|
|
2021
Q4 | $1.54M | Buy |
6,371
+2,847
| +81% | +$687K | 0.26% | 71 |
|
|
2021
Q3 | $783K | Hold |
3,524
| – | – | 0.17% | 117 |
|
|
2021
Q2 | $785K | Buy |
3,524
+1,704
| +94% | +$380K | 0.17% | 115 |
|
|
2021
Q1 | $376K | Sell |
1,820
-3,127
| -63% | -$646K | 0.12% | 125 |
|
|
2020
Q4 | $963K | Buy |
4,947
+2
| +0% | +$389 | 0.28% | 69 |
|
|
2020
Q3 | $842K | Buy |
4,945
+400
| +9% | +$68.1K | 0.28% | 61 |
|
|
2020
Q2 | $711K | Buy |
4,545
+3,530
| +348% | +$552K | 0.23% | 76 |
|
|
2020
Q1 | $131K | Sell |
1,015
-212,833
| -100% | -$27.5M | 0.06% | 215 |
|
|
2019
Q4 | $35M | Buy |
213,848
+208,118
| +3,632% | +$34.1M | 6.69% | 7 |
|
|
2019
Q3 | $865K | Sell |
5,730
-233
| -4% | -$35.2K | 0.29% | 69 |
|
|
2019
Q2 | $894K | Buy |
5,963
+200
| +3% | +$30K | 0.28% | 73 |
|
|
2019
Q1 | $834K | Buy |
+5,763
| New | +$834K | 0.28% | 76 |
|