Investment 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 | $3.89M | Buy |
12,805
+730
| +6% | +$222K | 1.18% | 21 |
|
|
2025
Q1 | $3.32M | Buy |
12,075
+251
| +2% | +$69K | 1.11% | 23 |
|
|
2024
Q4 | $3.43M | Buy |
11,824
+312
| +3% | +$90.4K | 1.15% | 23 |
|
|
2024
Q3 | $3.26M | Buy |
11,512
+3,101
| +37% | +$878K | 1.13% | 22 |
|
|
2024
Q2 | $2.25M | Buy |
8,411
+307
| +4% | +$82.1K | 0.87% | 27 |
|
|
2024
Q1 | $2.11M | Buy |
8,104
+568
| +8% | +$148K | 0.87% | 28 |
|
|
2023
Q4 | $1.79M | Buy |
7,536
+1,144
| +18% | +$271K | 0.82% | 32 |
|
|
2023
Q3 | $1.36M | Buy |
6,392
+175
| +3% | +$37.2K | 0.71% | 39 |
|
|
2023
Q2 | $1.37M | Sell |
6,217
-45
| -0.7% | -$9.91K | 0.7% | 38 |
|
|
2023
Q1 | $1.28M | Sell |
6,262
-248
| -4% | -$50.6K | 0.74% | 37 |
|
|
2022
Q4 | $1.24M | Buy |
6,510
+943
| +17% | +$180K | 0.76% | 34 |
|
|
2022
Q3 | $999K | Buy |
5,567
+3,958
| +246% | +$710K | 0.69% | 38 |
|
|
2022
Q2 | $305K | Buy |
1,609
+22
| +1% | +$4.17K | 0.21% | 89 |
|
|
2022
Q1 | $361K | Buy |
1,587
+10
| +0.6% | +$2.28K | 0.22% | 79 |
|
|
2021
Q4 | $359K | Buy |
+1,577
| New | +$359K | 0.23% | 78 |
|