Houlihan Financial Resource Group’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 | $554K | Hold |
1,822
| – | – | 0.23% | 69 |
|
|
2025
Q1 | $501K | Hold |
1,822
| – | – | 0.23% | 67 |
|
|
2024
Q4 | $528K | Hold |
1,822
| – | – | 0.23% | 66 |
|
|
2024
Q3 | $516K | Buy |
+1,822
| New | +$516K | 0.21% | 72 |
|
|
2024
Q2 | – | Sell |
-1,822
| Closed | -$474K | – | 99 |
|
|
2024
Q1 | $474K | Hold |
1,822
| – | – | 0.21% | 73 |
|
|
2023
Q4 | $432K | Buy |
1,822
+30
| +2% | +$7.11K | 0.21% | 71 |
|
|
2023
Q3 | $381K | Buy |
+1,792
| New | +$381K | 0.2% | 73 |
|
|
2023
Q2 | – | Sell |
-1,792
| Closed | -$366K | – | 174 |
|
|
2023
Q1 | $366K | Hold |
1,792
| – | – | 0.2% | 73 |
|
|
2022
Q4 | $343K | Buy |
+1,792
| New | +$343K | 0.2% | 74 |
|
|
2020
Q3 | $322K | Buy |
+1,765
| New | +$322K | 0.19% | 75 |
|
|
2020
Q1 | $253K | Sell |
1,965
-226
| -10% | -$29.1K | 0.22% | 73 |
|
|
2019
Q4 | $359K | Buy |
+2,191
| New | +$359K | 0.23% | 74 |
|