IMA Advisory Services’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 | $5.89M | Buy |
19,379
+898
| +5% | +$273K | 0.63% | 36 |
|
|
2025
Q1 | $5.08M | Sell |
18,481
-397
| -2% | -$109K | 0.6% | 37 |
|
|
2024
Q4 | $5.47M | Buy |
+18,878
| New | +$5.47M | 0.66% | 34 |
|
|
2019
Q3 | – | Sell |
-172
| Closed | -$26K | – | 290 |
|
|
2019
Q2 | $26K | Hold |
172
| – | – | 0.01% | 170 |
|
|
2019
Q1 | $25K | Buy |
+172
| New | +$25K | 0.01% | 179 |
|