Hapanowicz & Associates Financial Services’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 | $288K | Buy |
946
+95
| +11% | +$28.9K | 0.15% | 27 |
|
|
2025
Q1 | $234K | Sell |
851
-578
| -40% | -$159K | 0.13% | 28 |
|
|
2024
Q4 | $414K | Buy |
1,429
+576
| +68% | +$167K | 0.21% | 20 |
|
|
2024
Q3 | $242K | Hold |
853
| – | – | 0.12% | 27 |
|
|
2024
Q2 | $228K | Buy |
853
+32
| +4% | +$8.56K | 0.13% | 27 |
|
|
2024
Q1 | $213K | Buy |
+821
| New | +$213K | 0.12% | 29 |
|
|
2020
Q1 | – | Sell |
-3,628
| Closed | -$594K | – | 22 |
|
|
2019
Q4 | $594K | Buy |
+3,628
| New | +$594K | 0.36% | 13 |
|