Guardian Wealth Advisors (North Carolina)’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 | $6.34M | Buy |
20,854
+786
| +4% | +$239K | 0.45% | 42 |
|
|
2025
Q1 | $5.52M | Buy |
20,068
+120
| +0.6% | +$33K | 0.44% | 42 |
|
|
2024
Q4 | $5.78M | Buy |
19,948
+113
| +0.6% | +$32.7K | 0.46% | 42 |
|
|
2024
Q3 | $5.62M | Sell |
19,835
-11
| -0.1% | -$3.12K | 0.6% | 30 |
|
|
2024
Q2 | $5.31M | Buy |
19,846
+34
| +0.2% | +$9.1K | 0.62% | 29 |
|
|
2024
Q1 | $5.15M | Buy |
19,812
+14,637
| +283% | +$3.8M | 0.63% | 29 |
|
|
2023
Q4 | $1.23M | Buy |
5,175
+1
| +0% | +$237 | 0.19% | 75 |
|
|
2023
Q3 | $1.1M | Sell |
5,174
-192
| -4% | -$40.8K | 0.19% | 74 |
|
|
2023
Q2 | $1.18M | Sell |
5,366
-253
| -5% | -$55.7K | 0.2% | 67 |
|
|
2023
Q1 | $1.15M | Sell |
5,619
-4
| -0.1% | -$816 | 0.2% | 64 |
|
|
2022
Q4 | $1.08M | Hold |
5,623
| – | – | 0.21% | 61 |
|
|
2022
Q3 | $1.01M | Sell |
5,623
-1,426
| -20% | -$256K | 0.19% | 62 |
|
|
2022
Q2 | $1.33M | Buy |
7,049
+1,586
| +29% | +$299K | 0.24% | 45 |
|
|
2022
Q1 | $1.24M | Buy |
5,463
+1,244
| +29% | +$283K | 0.54% | 40 |
|
|
2021
Q4 | $1.02M | Buy |
+4,219
| New | +$1.02M | 0.44% | 45 |
|