Intergy Private Wealth’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 | $1.07M | Sell |
3,518
-938
| -21% | -$285K | 0.36% | 41 |
|
|
2025
Q1 | $1.22M | Buy |
4,456
+93
| +2% | +$25.6K | 0.47% | 32 |
|
|
2024
Q4 | $1.26M | Sell |
4,363
-166
| -4% | -$48.1K | 0.47% | 31 |
|
|
2024
Q3 | $1.28M | Sell |
4,529
-132
| -3% | -$37.4K | 0.49% | 31 |
|
|
2024
Q2 | $1.25M | Sell |
4,661
-71
| -2% | -$19K | 0.51% | 30 |
|
|
2024
Q1 | $1.23M | Buy |
4,732
+35
| +0.7% | +$9.1K | 0.51% | 34 |
|
|
2023
Q4 | $1.11M | Sell |
4,697
-358
| -7% | -$84.9K | 0.48% | 35 |
|
|
2023
Q3 | $1.07M | Buy |
5,055
+5
| +0.1% | +$1.06K | 0.54% | 34 |
|
|
2023
Q2 | $1.11M | Buy |
5,050
+80
| +2% | +$17.6K | 0.54% | 36 |
|
|
2023
Q1 | $1.01M | Sell |
4,970
-291
| -6% | -$59.4K | 0.57% | 34 |
|
|
2022
Q4 | $1.01M | Buy |
5,261
+126
| +2% | +$24.1K | 0.63% | 30 |
|
|
2022
Q3 | $922K | Buy |
5,135
+3
| +0.1% | +$539 | 0.65% | 32 |
|
|
2022
Q2 | $968K | Sell |
5,132
-25
| -0.5% | -$4.72K | 0.76% | 24 |
|
|
2022
Q1 | $1.17M | Sell |
5,157
-675
| -12% | -$154K | 0.82% | 23 |
|
|
2021
Q4 | $1.41M | Buy |
+5,832
| New | +$1.41M | 1.1% | 24 |
|