Grand 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 | $1.46M | Sell |
4,773
-66
| -1% | -$20.1K | 0.75% | 17 |
|
|
2025
Q1 | $1.33M | Hold |
4,839
| – | – | 0.73% | 17 |
|
|
2024
Q4 | $1.4M | Hold |
4,839
| – | – | 0.78% | 18 |
|
|
2024
Q3 | $1.37M | Buy |
4,839
+532
| +12% | +$151K | 0.78% | 18 |
|
|
2024
Q2 | $1.16M | Sell |
4,307
-317
| -7% | -$85.1K | 0.69% | 18 |
|
|
2024
Q1 | $1.2M | Sell |
4,624
-8
| -0.2% | -$2.08K | 0.57% | 21 |
|
|
2023
Q4 | $1.1M | Buy |
4,632
+2
| +0% | +$475 | 0.6% | 20 |
|
|
2023
Q3 | $983K | Hold |
4,630
| – | – | 0.6% | 20 |
|
|
2023
Q2 | $1.02M | Sell |
4,630
-223
| -5% | -$49.1K | 0.61% | 21 |
|
|
2023
Q1 | $990K | Sell |
4,853
-351
| -7% | -$71.6K | 0.6% | 22 |
|
|
2022
Q4 | $995K | Sell |
5,204
-266
| -5% | -$50.9K | 0.62% | 20 |
|
|
2022
Q3 | $982K | Buy |
5,470
+93
| +2% | +$16.7K | 0.52% | 23 |
|
|
2022
Q2 | $1.01M | Buy |
5,377
+162
| +3% | +$30.6K | 0.52% | 20 |
|
|
2022
Q1 | $1.19M | Sell |
5,215
-12
| -0.2% | -$2.73K | 0.55% | 19 |
|
|
2021
Q4 | $1.26M | Buy |
+5,227
| New | +$1.26M | 0.57% | 15 |
|