Hassell 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
$74.1M Buy
237,131
+8,691
+4% +$2.72M 27.07% 1
2025
Q1
$60.3M Buy
228,440
+6,513
+3% +$1.72M 25.75% 1
2024
Q4
$66.5M Sell
221,927
-11,867
-5% -$3.56M 26.8% 1
2024
Q3
$65.7M Buy
233,794
+12,383
+6% +$3.48M 27.53% 1
2024
Q2
$59.5M Buy
221,411
+9,856
+5% +$2.65M 26.64% 1
2024
Q1
$53M Sell
211,555
-1,109
-0.5% -$278K 33.61% 1
2023
Q4
$51.9M Sell
212,664
-3,172
-1% -$774K 34.82% 1
2023
Q3
$44.5M Buy
215,836
+8,991
+4% +$1.86M 32.41% 1
2023
Q2
$46.5M Buy
206,845
+4,764
+2% +$1.07M 31.86% 1
2023
Q1
$40.8M Buy
202,081
+15,908
+9% +$3.21M 29.9% 1
2022
Q4
$37.2M Buy
+186,173
New +$37.2M 27.87% 1