HBW Advisory 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 | $3.78M | Buy |
12,422
+1,155
| +10% | +$351K | 0.47% | 45 |
|
|
2025
Q1 | $3.1M | Buy |
11,267
+1,116
| +11% | +$307K | 0.44% | 57 |
|
|
2024
Q4 | $2.94M | Buy |
10,151
+294
| +3% | +$85.2K | 0.3% | 62 |
|
|
2024
Q3 | $2.79M | Buy |
9,857
+198
| +2% | +$56.1K | 0.41% | 66 |
|
|
2024
Q2 | $2.58M | Buy |
9,659
+4,262
| +79% | +$1.14M | 0.43% | 77 |
|
|
2024
Q1 | $1.28M | Hold |
5,397
| – | – | 0.24% | 106 |
|
|
2023
Q4 | $1.28M | Buy |
5,397
+1,119
| +26% | +$265K | 0.24% | 106 |
|
|
2023
Q3 | $908K | Sell |
4,278
-41
| -0.9% | -$8.7K | 0.19% | 125 |
|
|
2023
Q2 | $951K | Buy |
4,319
+262
| +6% | +$57.7K | 0.21% | 117 |
|
|
2023
Q1 | $828K | Buy |
4,057
+694
| +21% | +$142K | 0.21% | 127 |
|
|
2022
Q4 | $643K | Sell |
3,363
-433
| -11% | -$82.8K | 0.17% | 147 |
|
|
2022
Q3 | $681K | Sell |
3,796
-43
| -1% | -$7.71K | 0.19% | 137 |
|
|
2022
Q2 | $724K | Buy |
3,839
+1,792
| +88% | +$338K | 0.19% | 129 |
|
|
2022
Q1 | $466K | Sell |
2,047
-1,355
| -40% | -$308K | 0.16% | 140 |
|
|
2021
Q4 | $821K | Sell |
3,402
-152
| -4% | -$36.7K | 0.19% | 123 |
|
|
2021
Q3 | $789K | Buy |
3,554
+101
| +3% | +$22.4K | 0.2% | 122 |
|
|
2021
Q2 | $770K | Sell |
3,453
-12
| -0.3% | -$2.68K | 0.2% | 118 |
|
|
2021
Q1 | $716K | Buy |
3,465
+214
| +7% | +$44.2K | 0.19% | 116 |
|
|
2020
Q4 | $633K | Buy |
3,251
+339
| +12% | +$66K | 0.19% | 116 |
|
|
2020
Q3 | $496K | Buy |
2,912
+566
| +24% | +$96.4K | 0.2% | 117 |
|
|
2020
Q2 | $367K | Buy |
+2,346
| New | +$367K | 0.17% | 124 |
|
|
2020
Q1 | – | Sell |
-2,004
| Closed | -$331K | – | 145 |
|
|
2019
Q4 | $331K | Buy |
+2,004
| New | +$331K | 0.19% | 101 |
|