H&H Retirement Design & 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 | $525K | Buy |
+1,697
| New | +$525K | 0.29% | 50 |
|
|
2024
Q4 | – | Sell |
-710
| Closed | -$203K | – | 79 |
|
|
2024
Q3 | $203K | Sell |
710
-4,462
| -86% | -$1.28M | 0.12% | 74 |
|
|
2024
Q2 | $1.42M | Hold |
5,172
| – | – | 0.87% | 24 |
|
|
2024
Q1 | $1.28M | Sell |
5,172
-3,168
| -38% | -$785K | 0.85% | 25 |
|
|
2023
Q4 | $2.06M | Sell |
8,340
-1
| -0% | -$247 | 1.3% | 21 |
|
|
2023
Q3 | $1.78M | Sell |
8,341
-513
| -6% | -$110K | 1.23% | 19 |
|
|
2023
Q2 | $1.99M | Sell |
8,854
-171
| -2% | -$38.4K | 1.32% | 19 |
|
|
2023
Q1 | $1.86M | Sell |
9,025
-68,162
| -88% | -$14M | 1.18% | 19 |
|
|
2022
Q4 | $15.4M | Sell |
77,187
-1,231
| -2% | -$246K | 13.03% | 2 |
|
|
2022
Q3 | $14.1M | Sell |
78,418
-16,205
| -17% | -$2.91M | 13.25% | 2 |
|
|
2022
Q2 | $19.5M | Sell |
94,623
-6,371
| -6% | -$1.31M | 14.22% | 2 |
|
|
2022
Q1 | $22.7M | Sell |
100,994
-2,634
| -3% | -$592K | 15.47% | 2 |
|
|
2021
Q4 | $22.4M | Buy |
103,628
+64,431
| +164% | +$14M | 14.18% | 2 |
|
|
2021
Q3 | $8.81M | Buy |
39,197
+308
| +0.8% | +$69.2K | 5.42% | 4 |
|
|
2021
Q2 | $8.75M | Sell |
38,889
-837
| -2% | -$188K | 5.36% | 4 |
|
|
2021
Q1 | $8.53M | Buy |
+39,726
| New | +$8.53M | 5.12% | 4 |
|
|
2020
Q3 | $6.19M | Sell |
36,343
-4,921
| -12% | -$838K | 4.86% | 5 |
|
|
2020
Q2 | $6.46M | Sell |
41,264
-1,287
| -3% | -$201K | 5.72% | 4 |
|
|
2020
Q1 | $5.49M | Buy |
+42,551
| New | +$5.49M | 5.2% | 4 |
|