GA
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 |
|