Indie Asset 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 | $524K | Buy |
1,725
+50
| +3% | +$15.2K | 0.95% | 30 |
|
2025
Q1 | $460K | Sell |
1,675
-12
| -0.7% | -$3.3K | 0.4% | 43 |
|
2024
Q4 | $489K | Buy |
1,687
+79
| +5% | +$22.9K | 0.38% | 45 |
|
2024
Q3 | $455K | Buy |
1,608
+1
| +0.1% | +$283 | 0.34% | 47 |
|
2024
Q2 | $430K | Buy |
1,607
+720
| +81% | +$193K | 0.34% | 45 |
|
2024
Q1 | $231K | Buy |
887
+1
| +0.1% | +$260 | 0.21% | 74 |
|
2023
Q4 | $210K | Buy |
+886
| New | +$210K | 0.19% | 76 |
|
2023
Q2 | – | Sell |
-1,264
| Closed | -$258K | – | 90 |
|
2023
Q1 | $258K | Buy |
1,264
+1
| +0.1% | +$204 | 0.3% | 59 |
|
2022
Q4 | $241K | Buy |
1,263
+1
| +0.1% | +$191 | 0.26% | 70 |
|
2022
Q3 | $226K | Buy |
1,262
+1
| +0.1% | +$179 | 0.23% | 73 |
|
2022
Q2 | $238K | Buy |
1,261
+1
| +0.1% | +$189 | 0.21% | 85 |
|
2022
Q1 | $287K | Buy |
1,260
+126
| +11% | +$28.7K | 0.22% | 92 |
|
2021
Q4 | $274K | Hold |
1,134
| – | – | 0.2% | 101 |
|
2021
Q3 | $252K | Buy |
1,134
+1
| +0.1% | +$222 | 0.2% | 104 |
|
2021
Q2 | $253K | Hold |
1,133
| – | – | 0.21% | 102 |
|
2021
Q1 | $234K | Sell |
1,133
-300
| -21% | -$62K | 0.27% | 103 |
|
2020
Q4 | $279K | Buy |
1,433
+1
| +0.1% | +$195 | 0.32% | 79 |
|
2020
Q3 | $244K | Hold |
1,432
| – | – | 0.31% | 75 |
|
2020
Q2 | $244K | Sell |
1,432
-250
| -15% | -$42.6K | 0.31% | 74 |
|
2020
Q1 | $217K | Sell |
1,682
-50
| -3% | -$6.45K | 0.27% | 69 |
|
2019
Q4 | $283K | Buy |
+1,732
| New | +$283K | 0.3% | 64 |
|