Hofer & Associates’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 | $204K | Sell |
670
-324
| -33% | -$98.5K | 0.13% | 55 |
|
|
2025
Q1 | $273K | Buy |
994
+3
| +0.3% | +$825 | 0.19% | 50 |
|
|
2024
Q4 | $287K | Sell |
991
-44
| -4% | -$12.8K | 0.19% | 48 |
|
|
2024
Q3 | $293K | Sell |
1,035
-68
| -6% | -$19.2K | 0.2% | 49 |
|
|
2024
Q2 | $295K | Buy |
1,103
+137
| +14% | +$36.6K | 0.23% | 42 |
|
|
2024
Q1 | $251K | Sell |
966
-19
| -2% | -$4.94K | 0.21% | 47 |
|
|
2023
Q4 | $234K | Sell |
985
-129
| -12% | -$30.6K | 0.22% | 48 |
|
|
2023
Q3 | $237K | Sell |
1,114
-14
| -1% | -$2.97K | 0.24% | 45 |
|
|
2023
Q2 | $248K | Sell |
1,128
-291
| -21% | -$64.1K | 0.24% | 46 |
|
|
2023
Q1 | $271K | Hold |
1,419
| – | – | 0.27% | 44 |
|
|
2022
Q4 | $271K | Sell |
1,419
-710
| -33% | -$136K | 0.27% | 44 |
|
|
2022
Q3 | $382K | Sell |
2,129
-344
| -14% | -$61.7K | 0.41% | 30 |
|
|
2022
Q2 | $467K | Sell |
2,473
-150
| -6% | -$28.3K | 0.49% | 26 |
|
|
2022
Q1 | $597K | Buy |
2,623
+432
| +20% | +$98.3K | 0.53% | 26 |
|
|
2021
Q4 | $529K | Buy |
+2,191
| New | +$529K | 0.48% | 27 |
|