Integris Wealth Management’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 | $30.6M | Buy |
100,534
+1,085
| +1% | +$330K | 7.97% | 4 |
|
|
2025
Q1 | $27.3M | Sell |
99,449
-1,072
| -1% | -$295K | 7.8% | 4 |
|
|
2024
Q4 | $29.1M | Sell |
100,521
-1,007
| -1% | -$292K | 8.22% | 3 |
|
|
2024
Q3 | $28.7M | Buy |
101,528
+2,115
| +2% | +$599K | 8.03% | 3 |
|
|
2024
Q2 | $26.6M | Sell |
99,413
-14,891
| -13% | -$3.98M | 7.68% | 3 |
|
|
2024
Q1 | $29.7M | Buy |
114,304
+7,970
| +7% | +$2.07M | 8.21% | 3 |
|
|
2023
Q4 | $25.2M | Buy |
106,334
+8,471
| +9% | +$2.01M | 7.47% | 3 |
|
|
2023
Q3 | $20.8M | Buy |
97,863
+96,946
| +10,572% | +$20.6M | 6.81% | 3 |
|
|
2023
Q2 | $202K | Buy |
+917
| New | +$202K | 0.07% | 82 |
|