Investmark Advisory Group’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 | $284K | Hold |
934
| – | – | 0.13% | 106 |
|
|
2025
Q1 | $257K | Buy |
934
+88
| +10% | +$24.2K | 0.13% | 104 |
|
|
2024
Q4 | $245K | Buy |
846
+4
| +0.5% | +$1.16K | 0.12% | 106 |
|
|
2024
Q3 | $239K | Buy |
842
+3
| +0.4% | +$850 | 0.12% | 108 |
|
|
2024
Q2 | $225K | Sell |
839
-1
| -0.1% | -$268 | 0.12% | 105 |
|
|
2024
Q1 | $218K | Buy |
+840
| New | +$218K | 0.12% | 109 |
|
|
2022
Q1 | – | Sell |
-150
| Closed | -$36K | – | 354 |
|
|
2021
Q4 | $36K | Buy |
+150
| New | +$36K | 0.03% | 174 |
|