Horizons 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
$496K Buy
1,632
+12
+0.7% +$3.65K 0.35% 38
2025
Q1
$445K Sell
1,620
-230
-12% -$63.2K 0.33% 39
2024
Q4
$536K Buy
1,850
+57
+3% +$16.5K 0.41% 35
2024
Q3
$508K Sell
1,793
-46
-3% -$13K 0.39% 35
2024
Q2
$498K Buy
1,839
+16
+0.9% +$4.34K 0.39% 36
2024
Q1
$432K Hold
1,823
0.28% 42
2023
Q4
$432K Sell
1,823
-37
-2% -$8.78K 0.28% 42
2023
Q3
$395K Buy
1,860
+1
+0.1% +$212 0.29% 43
2023
Q2
$410K Hold
1,859
0.29% 41
2023
Q1
$379K Sell
1,859
-9
-0.5% -$1.84K 0.28% 41
2022
Q4
$357K Sell
1,868
-42
-2% -$8.03K 0.29% 37
2022
Q3
$343K Buy
1,910
+5
+0.3% +$898 0.32% 34
2022
Q2
$409K Buy
+1,905
New +$409K 0.33% 34