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Goldstein Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.83M Sell
6,025
-3,359
-36% -$1.02M 0.25% 41
2025
Q1
$2.58M Buy
9,384
+6,845
+270% +$1.88M 0.38% 32
2024
Q4
$736K Buy
2,539
+297
+13% +$86.1K 0.11% 72
2024
Q3
$635K Buy
2,242
+228
+11% +$64.6K 0.1% 75
2024
Q2
$539K Sell
2,014
-109
-5% -$29.2K 0.09% 77
2024
Q1
$552K Buy
2,123
+46
+2% +$12K 0.09% 76
2023
Q4
$493K Sell
2,077
-2,402
-54% -$570K 0.08% 104
2023
Q3
$951K Sell
4,479
-937
-17% -$199K 0.2% 45
2023
Q2
$1.19M Buy
5,416
+2,276
+72% +$501K 0.25% 42
2023
Q1
$641K Buy
+3,140
New +$641K 0.14% 61