Integrity Financial’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
$633K Buy
2,077
+889
+75% +$271K 0.32% 72
2025
Q1
$326K Buy
1,188
+60
+5% +$16.5K 0.19% 95
2024
Q4
$327K Buy
1,128
+152
+16% +$44.1K 0.19% 92
2024
Q3
$276K Buy
976
+626
+179% +$177K 0.16% 96
2024
Q2
$93.5K Buy
350
+136
+64% +$36.3K 0.06% 141
2024
Q1
$55.5K Buy
214
+13
+6% +$3.37K 0.04% 148
2023
Q4
$47.7K Sell
201
-594
-75% -$141K 0.03% 142
2023
Q3
$169K Buy
795
+67
+9% +$14.2K 0.13% 102
2023
Q2
$160K Buy
728
+232
+47% +$51.1K 0.12% 101
2023
Q1
$101K Buy
496
+11
+2% +$2.25K 0.08% 122
2022
Q4
$92.7K Buy
485
+16
+3% +$3.06K 0.09% 113
2022
Q3
$84K Sell
469
-324
-41% -$58K 0.09% 104
2022
Q2
$150K Buy
793
+256
+48% +$48.4K 0.14% 91
2022
Q1
$122K Buy
537
+146
+37% +$33.2K 0.1% 102
2021
Q4
$94K Buy
+391
New +$94K 0.07% 117