HHM Wealth 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 | $1.48M | Sell |
4,856
-71
| -1% | -$21.6K | 0.18% | 54 |
|
|
2025
Q1 | $1.35M | Buy |
4,927
+95
| +2% | +$26.1K | 0.18% | 57 |
|
|
2024
Q4 | $1.4M | Sell |
4,832
-100
| -2% | -$29K | 0.19% | 57 |
|
|
2024
Q3 | $1.4M | Sell |
4,932
-28
| -0.6% | -$7.93K | 0.2% | 48 |
|
|
2024
Q2 | $1.33M | Buy |
4,960
+317
| +7% | +$84.8K | 0.2% | 51 |
|
|
2024
Q1 | $1.21M | Buy |
4,643
+35
| +0.8% | +$9.1K | 0.2% | 48 |
|
|
2023
Q4 | $1.09M | Sell |
4,608
-88
| -2% | -$20.9K | 0.19% | 47 |
|
|
2023
Q3 | $997K | Sell |
4,696
-10
| -0.2% | -$2.12K | 0.19% | 44 |
|
|
2023
Q2 | $1.04M | Buy |
4,706
+98
| +2% | +$21.6K | 0.19% | 42 |
|
|
2023
Q1 | $940K | Sell |
4,608
-160
| -3% | -$32.7K | 0.19% | 41 |
|
|
2022
Q4 | $912K | Buy |
4,768
+3,022
| +173% | +$578K | 0.21% | 38 |
|
|
2022
Q3 | $313K | Hold |
1,746
| – | – | 0.08% | 76 |
|
|
2022
Q2 | $329K | Sell |
1,746
-21
| -1% | -$3.96K | 0.08% | 83 |
|
|
2022
Q1 | $402K | Hold |
1,767
| – | – | 0.09% | 86 |
|
|
2021
Q4 | $427K | Sell |
1,767
-14
| -0.8% | -$3.38K | 0.1% | 79 |
|
|
2021
Q3 | $396K | Hold |
1,781
| – | – | 0.11% | 78 |
|
|
2021
Q2 | $397K | Buy |
1,781
+35
| +2% | +$7.8K | 0.11% | 76 |
|
|
2021
Q1 | $361K | Buy |
1,746
+497
| +40% | +$103K | 0.11% | 71 |
|
|
2020
Q4 | $243K | Hold |
1,249
| – | – | 0.08% | 92 |
|
|
2020
Q3 | $213K | Buy |
1,249
+149
| +14% | +$25.4K | 0.09% | 87 |
|
|
2020
Q2 | $172K | Hold |
1,100
| – | – | 0.07% | 93 |
|
|
2020
Q1 | $142K | Buy |
+1,100
| New | +$142K | 0.07% | 95 |
|