IAG Wealth Partners’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 | $1.31M | Sell |
4,307
-39
| -0.9% | -$11.9K | 0.17% | 60 |
|
|
2025
Q1 | $1.19M | Sell |
4,346
-28
| -0.6% | -$7.7K | 0.19% | 57 |
|
|
2024
Q4 | $1.27M | Sell |
4,374
-166
| -4% | -$48.1K | 0.22% | 54 |
|
|
2024
Q3 | $1.29M | Sell |
4,540
-143
| -3% | -$40.5K | 0.24% | 52 |
|
|
2024
Q2 | $1.25M | Sell |
4,683
-171
| -4% | -$45.7K | 0.25% | 49 |
|
|
2024
Q1 | $1.26M | Sell |
4,854
-60
| -1% | -$15.6K | 0.27% | 47 |
|
|
2023
Q4 | $1.17M | Sell |
4,914
-10
| -0.2% | -$2.37K | 0.27% | 46 |
|
|
2023
Q3 | $1.05M | Sell |
4,924
-219
| -4% | -$46.5K | 0.29% | 41 |
|
|
2023
Q2 | $1.13M | Sell |
5,143
-449
| -8% | -$98.9K | 0.3% | 42 |
|
|
2023
Q1 | $1.14M | Sell |
5,592
-16
| -0.3% | -$3.27K | 0.32% | 39 |
|
|
2022
Q4 | $1.07M | Buy |
5,608
+41
| +0.7% | +$7.84K | 0.32% | 39 |
|
|
2022
Q3 | $999K | Sell |
5,567
-795
| -12% | -$143K | 0.33% | 40 |
|
|
2022
Q2 | $1.2M | Buy |
6,362
+613
| +11% | +$116K | 0.39% | 36 |
|
|
2022
Q1 | $1.31M | Sell |
5,749
-291
| -5% | -$66.3K | 0.41% | 35 |
|
|
2021
Q4 | $1.46M | Sell |
6,040
-602
| -9% | -$145K | 0.47% | 33 |
|
|
2021
Q3 | $1.48M | Sell |
6,642
-149
| -2% | -$33.1K | 0.52% | 30 |
|
|
2021
Q2 | $1.51M | Sell |
6,791
-1,219
| -15% | -$272K | 0.54% | 27 |
|
|
2021
Q1 | $1.66M | Buy |
8,010
+347
| +5% | +$71.7K | 0.63% | 26 |
|
|
2020
Q4 | $1.49M | Sell |
7,663
-2,896
| -27% | -$564K | 0.61% | 26 |
|
|
2020
Q3 | $1.8M | Sell |
10,559
-2,097
| -17% | -$357K | 0.83% | 23 |
|
|
2020
Q2 | $1.98M | Buy |
12,656
+62
| +0.5% | +$9.71K | 0.96% | 22 |
|
|
2020
Q1 | $1.62M | Sell |
12,594
-309
| -2% | -$39.8K | 1.08% | 19 |
|
|
2019
Q4 | $2.11M | Buy |
+12,903
| New | +$2.11M | 1.38% | 14 |
|