Herold Advisors’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 | $457K | Buy |
1,503
+1
| +0.1% | +$304 | 0.1% | 195 |
|
|
2025
Q1 | $413K | Buy |
1,502
+169
| +13% | +$46.5K | 0.09% | 192 |
|
|
2024
Q4 | $386K | Buy |
1,333
+4
| +0.3% | +$1.16K | 0.08% | 200 |
|
|
2024
Q3 | $377K | Sell |
1,329
-598
| -31% | -$169K | 0.08% | 210 |
|
|
2024
Q2 | $516K | Hold |
1,927
| – | – | 0.12% | 175 |
|
|
2024
Q1 | $501K | Buy |
1,927
+2
| +0.1% | +$520 | 0.12% | 177 |
|
|
2023
Q4 | $457K | Buy |
1,925
+2
| +0.1% | +$475 | 0.13% | 169 |
|
|
2023
Q3 | $409K | Buy |
1,923
+2
| +0.1% | +$425 | 0.12% | 177 |
|
|
2023
Q2 | $423K | Sell |
1,921
-298
| -13% | -$65.6K | 0.13% | 171 |
|
|
2023
Q1 | $453K | Buy |
+2,219
| New | +$453K | 0.16% | 149 |
|
|
2022
Q2 | – | Sell |
-425
| Closed | -$96.8K | – | 666 |
|
|
2022
Q1 | $96.8K | Buy |
+425
| New | +$96.8K | 0.03% | 271 |
|
|
2021
Q4 | – | Sell |
-425
| Closed | -$94K | – | 642 |
|
|
2021
Q3 | $94K | Buy |
+425
| New | +$94K | 0.04% | 286 |
|