Horst & Graben 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
Q1 | – | Sell |
-820
| Closed | -$238K | – | 170 |
|
2024
Q4 | $238K | Sell |
820
-3
| -0.4% | -$870 | 0.04% | 138 |
|
2024
Q3 | $233K | Buy |
823
+20
| +2% | +$5.66K | 0.04% | 138 |
|
2024
Q2 | $215K | Buy |
803
+13
| +2% | +$3.48K | 0.04% | 143 |
|
2024
Q1 | $205K | Sell |
790
-203
| -20% | -$52.8K | 0.04% | 141 |
|
2023
Q4 | $236K | Buy |
+993
| New | +$236K | 0.05% | 121 |
|