HTG Investment 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 | $2.97M | Sell |
9,761
-98
| -1% | -$29.8K | 1.1% | 20 |
|
|
2025
Q1 | $2.71M | Hold |
9,859
| – | – | 1.13% | 20 |
|
|
2024
Q4 | $2.86M | Buy |
9,859
+2,540
| +35% | +$736K | 1.31% | 19 |
|
|
2024
Q3 | $2.07M | Hold |
7,319
| – | – | 0.98% | 23 |
|
|
2024
Q2 | $1.96M | Hold |
7,319
| – | – | 1.06% | 21 |
|
|
2024
Q1 | $1.9M | Hold |
7,319
| – | – | 1.1% | 20 |
|
|
2023
Q4 | $1.74M | Buy |
7,319
+1,675
| +30% | +$397K | 1.13% | 20 |
|
|
2023
Q3 | $1.2M | Buy |
5,644
+8
| +0.1% | +$1.7K | 0.96% | 22 |
|
|
2023
Q2 | $1.24M | Buy |
5,636
+663
| +13% | +$146K | 1.03% | 21 |
|
|
2023
Q1 | $1.01M | Sell |
4,973
-548
| -10% | -$112K | 0.93% | 22 |
|
|
2022
Q4 | $1.06M | Buy |
+5,521
| New | +$1.06M | 1.07% | 21 |
|