Insigneo 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 | $5.17M | Buy |
17,011
+178
| +1% | +$54.1K | 0.44% | 35 |
|
|
2025
Q1 | $4.63M | Sell |
16,833
-55
| -0.3% | -$15.1K | 0.48% | 33 |
|
|
2024
Q4 | $4.89M | Sell |
16,888
-374
| -2% | -$108K | 0.51% | 28 |
|
|
2024
Q3 | $4.89M | Sell |
17,262
-1,040
| -6% | -$294K | 0.49% | 27 |
|
|
2024
Q2 | $4.67M | Buy |
18,302
+2,454
| +15% | +$626K | 0.53% | 28 |
|
|
2024
Q1 | $4.12M | Buy |
15,848
+427
| +3% | +$111K | 0.49% | 36 |
|
|
2023
Q4 | $3.66M | Buy |
15,421
+20
| +0.1% | +$4.74K | 0.52% | 32 |
|
|
2023
Q3 | $3.27M | Sell |
15,401
-89
| -0.6% | -$18.9K | 0.67% | 26 |
|
|
2023
Q2 | $3.41M | Buy |
15,490
+3,031
| +24% | +$668K | 0.65% | 23 |
|
|
2023
Q1 | $2.54M | Hold |
12,459
| – | – | 0.81% | 19 |
|
|
2022
Q4 | $2.38M | Buy |
+12,459
| New | +$2.38M | 0.9% | 18 |
|