Guardian 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 | – | Sell |
-32
| Closed | -$9.03K | – | 213 |
|
|
2025
Q1 | $9.03K | Sell |
32
-1
| -3% | -$282 | 0.01% | 165 |
|
|
2024
Q4 | $9.49K | Hold |
33
| – | – | 0.01% | 172 |
|
|
2024
Q3 | $9.34K | Buy |
33
+1
| +3% | +$283 | 0.01% | 175 |
|
|
2024
Q2 | $8.68K | Hold |
32
| – | – | 0.01% | 175 |
|
|
2024
Q1 | $8.43K | Hold |
32
| – | – | 0.01% | 171 |
|
|
2023
Q4 | $7.67K | Hold |
32
| – | – | 0.01% | 179 |
|
|
2023
Q3 | $6.84K | Sell |
32
-16
| -33% | -$3.42K | 0.01% | 174 |
|
|
2023
Q2 | $10.6K | Hold |
48
| – | – | 0.01% | 157 |
|
|
2023
Q1 | $9.76K | Hold |
48
| – | – | 0.01% | 162 |
|
|
2022
Q4 | $9.1K | Buy |
48
+1
| +2% | +$190 | 0.01% | 168 |
|
|
2022
Q3 | $9K | Hold |
47
| – | – | 0.01% | 166 |
|
|
2022
Q2 | $9K | Hold |
47
| – | – | 0.01% | 162 |
|
|
2022
Q1 | $11K | Hold |
47
| – | – | 0.01% | 170 |
|
|
2021
Q4 | $11K | Buy |
+47
| New | +$11K | 0.01% | 165 |
|