Hartford Financial 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
$41.9K Sell
138
-8
-5% -$2.43K 0.01% 201
2025
Q1
$40.1K Hold
146
0.01% 218
2024
Q4
$42.3K Hold
146
0.01% 219
2024
Q3
$41.3K Sell
146
-9
-6% -$2.55K 0.01% 232
2024
Q2
$41.5K Sell
155
-400
-72% -$107K 0.01% 229
2024
Q1
$144K Hold
555
0.03% 162
2023
Q4
$132K Hold
555
0.03% 167
2023
Q3
$118K Hold
555
0.03% 175
2023
Q2
$122K Hold
555
0.03% 174
2023
Q1
$113K Hold
555
0.03% 174
2022
Q4
$106K Hold
555
0.03% 177
2022
Q3
$100K Hold
555
0.03% 178
2022
Q2
$105K Hold
555
0.03% 173
2022
Q1
$126K Buy
555
+400
+258% +$90.8K 0.03% 172
2021
Q4
$37K Hold
155
0.01% 229
2021
Q3
$34K Hold
155
0.01% 226
2021
Q2
$35K Hold
155
0.01% 228
2021
Q1
$32K Sell
155
-5
-3% -$1.03K 0.01% 224
2020
Q4
$31K Hold
160
0.01% 225
2020
Q3
$27K Hold
160
0.01% 223
2020
Q2
$25K Hold
160
0.01% 230
2020
Q1
$21K Hold
160
0.01% 231
2019
Q4
$26K Hold
160
0.01% 245
2019
Q3
$24K Sell
160
-2
-1% -$300 0.01% 247
2019
Q2
$24K Hold
162
0.01% 250
2019
Q1
$23K Hold
162
0.01% 252
2018
Q4
$21K Sell
162
-355
-69% -$46K 0.01% 261
2018
Q3
$77K Buy
517
+2
+0.4% +$298 0.03% 205
2018
Q2
$72K Buy
+515
New +$72K 0.03% 213
2017
Q4
Sell
-1,395
Closed -$180K 386
2017
Q3
$180K Buy
+1,395
New +$180K 0.09% 130
2017
Q2
Sell
-1,405
Closed -$170K 391
2017
Q1
$170K Buy
+1,405
New +$170K 0.1% 124