Granite Bay 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 | $359K | Sell |
1,181
-2
| -0.2% | -$608 | 0.12% | 49 |
|
|
2025
Q1 | $325K | Buy |
1,183
+2
| +0.2% | +$549 | 0.11% | 52 |
|
|
2024
Q4 | $342K | Buy |
+1,181
| New | +$342K | 0.13% | 55 |
|
|
2024
Q1 | – | Sell |
-20,481
| Closed | -$4.53M | – | 281 |
|
|
2023
Q4 | $4.53M | Sell |
20,481
-17,478
| -46% | -$3.86M | 0.04% | 115 |
|
|
2023
Q3 | $8.42M | Buy |
+37,959
| New | +$8.42M | 0.08% | 90 |
|
|
2022
Q2 | – | Sell |
-916
| Closed | -$209K | – | 63 |
|
|
2022
Q1 | $209K | Hold |
916
| – | – | 0.17% | 59 |
|
|
2021
Q4 | $221K | Buy |
+916
| New | +$221K | 0.22% | 56 |
|